Invictus Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Sell |
974
-272
| -22% | -$82.7K | 0.02% | 71 |
|
2025
Q1 | $342K | Buy |
1,246
+435
| +54% | +$120K | 0.03% | 65 |
|
2024
Q4 | $235K | Buy |
811
+19
| +2% | +$5.51K | 0.02% | 77 |
|
2024
Q3 | $224K | Buy |
792
+10
| +1% | +$2.83K | 0.02% | 81 |
|
2024
Q2 | $209K | Buy |
782
+1
| +0.1% | +$268 | 0.02% | 83 |
|
2024
Q1 | $203K | Buy |
+781
| New | +$203K | 0.02% | 90 |
|