Iron Horse Wealth Management’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 | $257K | Hold |
845
| – | – | 0.08% | 48 |
|
2025
Q1 | $232K | Hold |
845
| – | – | 0.07% | 49 |
|
2024
Q4 | $245K | Buy |
845
+50
| +6% | +$14.5K | 0.08% | 44 |
|
2024
Q3 | $225K | Hold |
795
| – | – | 0.08% | 45 |
|
2024
Q2 | $213K | Buy |
795
+330
| +71% | +$88.3K | 0.08% | 43 |
|
2024
Q1 | $121K | Buy |
+465
| New | +$121K | 0.05% | 55 |
|
2022
Q3 | – | Sell |
-53
| Closed | -$10K | – | 289 |
|
2022
Q2 | $10K | Buy |
+53
| New | +$10K | 0.01% | 124 |
|
2021
Q2 | – | Sell |
-89
| Closed | -$18K | – | 215 |
|
2021
Q1 | $18K | Buy |
89
+1
| +1% | +$202 | 0.01% | 90 |
|
2020
Q4 | $17K | Buy |
+88
| New | +$17K | 0.01% | 93 |
|