Joule Financial’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 | $330K | Buy |
1,081
+8
| +0.7% | +$2.44K | 0.11% | 84 |
|
|
2025
Q1 | $295K | Buy |
1,073
+49
| +5% | +$13.5K | 0.1% | 80 |
|
|
2024
Q4 | $297K | Buy |
1,024
+8
| +0.8% | +$2.32K | 0.1% | 83 |
|
|
2024
Q3 | $289K | Buy |
1,016
+10
| +1% | +$2.84K | 0.11% | 87 |
|
|
2024
Q2 | $270K | Buy |
1,006
+108
| +12% | +$29K | 0.11% | 86 |
|
|
2024
Q1 | $233K | Buy |
898
+1
| +0.1% | +$260 | 0.1% | 90 |
|
|
2023
Q4 | $213K | Buy |
+897
| New | +$213K | 0.1% | 99 |
|