Koss-Olinger Consulting’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 | $2.44M | Buy |
8,021
+1,945
| +32% | +$591K | 0.2% | 59 |
|
|
2025
Q1 | $1.67M | Buy |
+6,076
| New | +$1.67M | 0.14% | 86 |
|
|
2024
Q4 | – | Sell |
-6,309
| Closed | -$1.79M | – | 291 |
|
|
2024
Q3 | $1.79M | Sell |
6,309
-229
| -4% | -$64.8K | 0.16% | 82 |
|
|
2024
Q2 | $1.75M | Buy |
+6,538
| New | +$1.75M | 0.16% | 79 |
|
|
2024
Q1 | – | Sell |
-6,837
| Closed | -$1.62M | – | 313 |
|
|
2023
Q4 | $1.62M | Sell |
6,837
-188
| -3% | -$44.6K | 0.16% | 70 |
|
|
2023
Q3 | $1.49M | Buy |
7,025
+14
| +0.2% | +$2.97K | 0.22% | 59 |
|
|
2023
Q2 | $1.54M | Buy |
7,011
+15
| +0.2% | +$3.3K | 0.18% | 64 |
|
|
2023
Q1 | $1.43M | Sell |
6,996
-9,833
| -58% | -$2.01M | 0.18% | 65 |
|
|
2022
Q4 | $3.22M | Buy |
16,829
+15,323
| +1,017% | +$2.93M | 0.46% | 26 |
|
|
2022
Q3 | $270K | Buy |
1,506
+18
| +1% | +$3.23K | 0.05% | 171 |
|
|
2022
Q2 | $281K | Sell |
1,488
-536
| -26% | -$101K | 0.05% | 137 |
|
|
2022
Q1 | $461K | Buy |
+2,024
| New | +$461K | 0.07% | 107 |
|
|
2021
Q4 | – | Sell |
-7,239
| Closed | -$1.61M | – | 259 |
|
|
2021
Q3 | $1.61M | Hold |
7,239
| – | – | 0.26% | 30 |
|
|
2021
Q2 | $1.61M | Sell |
7,239
-497
| -6% | -$111K | 0.24% | 43 |
|
|
2021
Q1 | $1.6M | Buy |
+7,736
| New | +$1.6M | 0.27% | 38 |
|