Journey Advisory 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 | $1.88M | Buy |
6,174
+1,474
| +31% | +$448K | 0.15% | 126 |
|
2025
Q1 | $1.29M | Sell |
4,700
-120
| -2% | -$33K | 0.11% | 131 |
|
2024
Q4 | $1.29M | Hold |
4,820
| – | – | 0.15% | 95 |
|
2024
Q3 | $1.29M | Hold |
4,820
| – | – | 0.15% | 95 |
|
2024
Q2 | $1.29M | Sell |
4,820
-1
| -0% | -$268 | 0.15% | 96 |
|
2024
Q1 | $1.25M | Buy |
4,821
+5
| +0.1% | +$1.3K | 0.15% | 106 |
|
2023
Q4 | $1.14M | Buy |
4,816
+32
| +0.7% | +$7.59K | 0.16% | 104 |
|
2023
Q3 | $1.02M | Buy |
4,784
+59
| +1% | +$12.5K | 0.15% | 105 |
|
2023
Q2 | $1.04M | Hold |
4,725
| – | – | 0.15% | 108 |
|
2023
Q1 | $964K | Buy |
4,725
+424
| +10% | +$86.5K | 0.15% | 116 |
|
2022
Q4 | $822K | Sell |
4,301
-2,499
| -37% | -$478K | 0.2% | 100 |
|
2022
Q3 | $1.22M | Buy |
6,800
+259
| +4% | +$46.5K | 0.31% | 72 |
|
2022
Q2 | $1.35M | Buy |
6,541
+5,159
| +373% | +$1.06M | 0.31% | 74 |
|
2022
Q1 | $315K | Buy |
1,382
+82
| +6% | +$18.7K | 0.08% | 183 |
|
2021
Q4 | $314K | Hold |
1,300
| – | – | 0.09% | 176 |
|
2021
Q3 | $289K | Hold |
1,300
| – | – | 0.09% | 166 |
|
2021
Q2 | $290K | Hold |
1,300
| – | – | 0.09% | 165 |
|
2021
Q1 | $269K | Sell |
1,300
-10
| -0.8% | -$2.07K | 0.09% | 164 |
|
2020
Q4 | $255K | Buy |
+1,310
| New | +$255K | 0.1% | 158 |
|