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