Kapstone Financial Advisors’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 | $257K | Hold |
845
| – | – | 0.13% | 91 |
|
|
2025
Q1 | $232K | Hold |
845
| – | – | 0.13% | 92 |
|
|
2024
Q4 | $252K | Hold |
845
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $238K | Hold |
845
| – | – | 0.14% | 91 |
|
|
2024
Q2 | $226K | Hold |
845
| – | – | 0.15% | 90 |
|
|
2024
Q1 | $220K | Sell |
845
-80
| -9% | -$20.8K | 0.15% | 98 |
|
|
2023
Q4 | $224K | Buy |
+925
| New | +$224K | 0.18% | 92 |
|
|
2023
Q3 | – | Sell |
-925
| Closed | -$211K | – | 100 |
|
|
2023
Q2 | $211K | Sell |
925
-50
| -5% | -$11.4K | 0.17% | 94 |
|
|
2023
Q1 | $201K | Hold |
975
| – | – | 0.18% | 91 |
|
|
2022
Q4 | $205K | Buy |
+975
| New | +$205K | 0.19% | 96 |
|