JDM Financial Group’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 | $38K | Sell |
125
-148
| -54% | -$45K | 0.02% | 102 |
|
|
2025
Q1 | $75K | Sell |
273
-69
| -20% | -$19K | 0.04% | 71 |
|
|
2024
Q4 | $99.3K | Buy |
342
+35
| +11% | +$10.2K | 0.05% | 62 |
|
|
2024
Q3 | $86.9K | Hold |
307
| – | – | 0.05% | 63 |
|
|
2024
Q2 | $82.1K | Hold |
307
| – | – | 0.06% | 60 |
|
|
2024
Q1 | $79.8K | Hold |
307
| – | – | 0.06% | 52 |
|
|
2023
Q4 | $72.8K | Hold |
307
| – | – | 0.06% | 56 |
|
|
2023
Q3 | $65.2K | Hold |
307
| – | – | 0.06% | 56 |
|
|
2023
Q2 | $67.6K | Hold |
307
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $62.7K | Hold |
307
| – | – | 0.06% | 60 |
|
|
2022
Q4 | $58.7K | Buy |
+307
| New | +$58.7K | 0.06% | 62 |
|