Kathleen S. Wright Associates’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 | $6.49M | Buy |
21,369
+1,917
| +10% | +$583K | 2.53% | 9 |
|
|
2025
Q1 | $5.35M | Buy |
19,452
+820
| +4% | +$225K | 2.21% | 11 |
|
|
2024
Q4 | $5.4M | Buy |
18,632
+2,640
| +17% | +$766K | 2.25% | 11 |
|
|
2024
Q3 | $4.53M | Buy |
15,992
+1,327
| +9% | +$376K | 1.87% | 14 |
|
|
2024
Q2 | $3.93M | Buy |
14,665
+4,975
| +51% | +$1.33M | 1.81% | 15 |
|
|
2024
Q1 | $2.51M | Buy |
9,690
+939
| +11% | +$243K | 1.18% | 20 |
|
|
2023
Q4 | $2.07M | Buy |
8,751
+2,421
| +38% | +$574K | 1.06% | 22 |
|
|
2023
Q3 | $1.34M | Buy |
6,330
+582
| +10% | +$123K | 0.75% | 37 |
|
|
2023
Q2 | $1.27M | Sell |
5,748
-45
| -0.8% | -$9.91K | 0.81% | 33 |
|
|
2023
Q1 | $1.18M | Buy |
5,793
+2,575
| +80% | +$526K | 0.78% | 35 |
|
|
2022
Q4 | $615K | Buy |
3,218
+10
| +0.3% | +$1.91K | 0.42% | 53 |
|
|
2022
Q3 | $576K | Buy |
+3,208
| New | +$576K | 0.47% | 50 |
|