Jeppson 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 | $1.26M | Hold |
4,144
| – | – | 0.44% | 61 |
|
|
2025
Q1 | $1.14M | Sell |
4,144
-456
| -10% | -$125K | 0.42% | 64 |
|
|
2024
Q4 | $1.33M | Sell |
4,600
-146
| -3% | -$42.3K | 0.48% | 55 |
|
|
2024
Q3 | $1.34M | Buy |
4,746
+16
| +0.3% | +$4.53K | 0.48% | 56 |
|
|
2024
Q2 | $1.27M | Hold |
4,730
| – | – | 0.48% | 54 |
|
|
2024
Q1 | $1.23M | Buy |
4,730
+15
| +0.3% | +$3.9K | 0.48% | 60 |
|
|
2023
Q4 | $1.12M | Buy |
4,715
+18
| +0.4% | +$4.27K | 0.46% | 62 |
|
|
2023
Q3 | $998K | Buy |
4,697
+16
| +0.3% | +$3.4K | 0.46% | 58 |
|
|
2023
Q2 | $1.03M | Sell |
4,681
-9
| -0.2% | -$1.98K | 0.45% | 60 |
|
|
2023
Q1 | $957K | Buy |
4,690
+13
| +0.3% | +$2.65K | 0.42% | 64 |
|
|
2022
Q4 | $894K | Sell |
4,677
-647
| -12% | -$124K | 0.38% | 62 |
|
|
2022
Q3 | $956K | Buy |
5,324
+99
| +2% | +$17.8K | 0.43% | 52 |
|
|
2022
Q2 | $985K | Buy |
5,225
+20
| +0.4% | +$3.77K | 0.42% | 54 |
|
|
2022
Q1 | $1.19M | Buy |
5,205
+15
| +0.3% | +$3.42K | 0.55% | 47 |
|
|
2021
Q4 | $1.25M | Sell |
5,190
-348
| -6% | -$84K | 0.6% | 40 |
|
|
2021
Q3 | $1.23M | Buy |
5,538
+16
| +0.3% | +$3.55K | 0.64% | 34 |
|
|
2021
Q2 | $1.23M | Buy |
5,522
+16
| +0.3% | +$3.56K | 0.67% | 36 |
|
|
2021
Q1 | $1.14M | Buy |
5,506
+17
| +0.3% | +$3.51K | 0.68% | 36 |
|
|
2020
Q4 | $1.07M | Buy |
5,489
+40
| +0.7% | +$7.79K | 0.71% | 35 |
|
|
2020
Q3 | $928K | Buy |
+5,449
| New | +$928K | 0.73% | 34 |
|