Latitude 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 | $2.34M | Buy |
7,712
+148
| +2% | +$45K | 1.18% | 15 |
|
|
2025
Q1 | $2.08M | Sell |
7,564
-15
| -0.2% | -$4.12K | 1.21% | 16 |
|
|
2024
Q4 | $2.2M | Buy |
7,579
+157
| +2% | +$45.5K | 1.24% | 17 |
|
|
2024
Q3 | $2.1M | Sell |
7,422
-86
| -1% | -$24.4K | 1.19% | 16 |
|
|
2024
Q2 | $2.01M | Sell |
7,508
-171
| -2% | -$45.7K | 1.23% | 15 |
|
|
2024
Q1 | $2M | Buy |
7,679
+183
| +2% | +$47.6K | 1.25% | 16 |
|
|
2023
Q4 | $1.78M | Buy |
7,496
+79
| +1% | +$18.7K | 1.25% | 15 |
|
|
2023
Q3 | $1.58M | Sell |
7,417
-510
| -6% | -$108K | 1.13% | 19 |
|
|
2023
Q2 | $1.75M | Buy |
7,927
+90
| +1% | +$19.8K | 1.21% | 17 |
|
|
2023
Q1 | $1.6M | Sell |
7,837
-308
| -4% | -$62.9K | 1.15% | 20 |
|
|
2022
Q4 | $1.56M | Buy |
8,145
+1,582
| +24% | +$302K | 1.17% | 19 |
|
|
2022
Q3 | $1.18M | Buy |
6,563
+27
| +0.4% | +$4.85K | 0.97% | 23 |
|
|
2022
Q2 | $1.23M | Sell |
6,536
-12,152
| -65% | -$2.29M | 1.13% | 21 |
|
|
2022
Q1 | $4.26M | Buy |
18,688
+1,692
| +10% | +$385K | 0.96% | 18 |
|
|
2021
Q4 | $4.1M | Sell |
16,996
-45,413
| -73% | -$11M | 1.15% | 12 |
|
|
2021
Q3 | $13.9M | Buy |
62,409
+32,178
| +106% | +$7.15M | 4.39% | 4 |
|
|
2021
Q2 | $6.74M | Buy |
30,231
+21,925
| +264% | +$4.89M | 4.99% | 4 |
|
|
2021
Q1 | $1.72M | Buy |
8,306
+2,284
| +38% | +$472K | 1.41% | 14 |
|
|
2020
Q4 | $1.17M | Buy |
+6,022
| New | +$1.17M | 1.04% | 19 |
|