Keyes Stange & Wooten 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 | $6.91M | Sell |
22,750
-1,023
| -4% | -$311K | 3.59% | 10 |
|
|
2025
Q1 | $6.53M | Sell |
23,773
-358
| -1% | -$98.4K | 3.71% | 10 |
|
|
2024
Q4 | $6.99M | Sell |
24,131
-654
| -3% | -$190K | 4.12% | 10 |
|
|
2024
Q3 | $7.02M | Sell |
24,785
-175
| -0.7% | -$49.6K | 4.16% | 10 |
|
|
2024
Q2 | $6.68M | Sell |
24,960
-605
| -2% | -$162K | 4.65% | 9 |
|
|
2024
Q1 | $6.64M | Sell |
25,565
-592
| -2% | -$154K | 5.85% | 7 |
|
|
2023
Q4 | $6.2M | Buy |
+26,157
| New | +$6.2M | 6.59% | 6 |
|