Johnson & White 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 | $531K | Buy |
1,746
+2
| +0.1% | +$608 | 0.27% | 68 |
|
|
2025
Q1 | $479K | Sell |
1,744
-130
| -7% | -$35.7K | 0.27% | 66 |
|
|
2024
Q4 | $542K | Buy |
+1,874
| New | +$542K | 0.33% | 59 |
|
|
2024
Q2 | – | Sell |
-1,949
| Closed | -$506K | – | 86 |
|
|
2024
Q1 | $506K | Buy |
1,949
+92
| +5% | +$23.9K | 0.37% | 57 |
|
|
2023
Q4 | $441K | Sell |
1,857
-843
| -31% | -$200K | 0.37% | 57 |
|
|
2023
Q3 | $574K | Buy |
+2,700
| New | +$574K | 0.52% | 46 |
|
|
2023
Q2 | – | Sell |
-2,717
| Closed | -$555K | – | 72 |
|
|
2023
Q1 | $555K | Buy |
+2,717
| New | +$555K | 0.49% | 48 |
|
|
2022
Q4 | – | Sell |
-2,277
| Closed | -$409K | – | 127 |
|
|
2022
Q3 | $409K | Buy |
+2,277
| New | +$409K | 0.46% | 51 |
|