Keebeck Wealth Management’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 | $517K | Buy |
1,697
+169
| +11% | +$51.5K | 0.07% | 198 |
|
|
2025
Q1 | $420K | Sell |
1,528
-320
| -17% | -$87.9K | 0.06% | 183 |
|
|
2024
Q4 | $536K | Buy |
1,848
+320
| +21% | +$92.7K | 0.08% | 164 |
|
|
2024
Q3 | $434K | Hold |
1,528
| – | – | 0.06% | 179 |
|
|
2024
Q2 | $410K | Sell |
1,528
-10
| -0.7% | -$2.68K | 0.06% | 190 |
|
|
2024
Q1 | $400K | Hold |
1,538
| – | – | 0.06% | 204 |
|
|
2023
Q4 | $365K | Buy |
+1,538
| New | +$365K | 0.06% | 201 |
|