Long Island 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 | $17.1M | Sell |
56,278
-1,254
| -2% | -$381K | 8.88% | 2 |
|
|
2025
Q1 | $15.8M | Sell |
57,532
-581
| -1% | -$160K | 9.63% | 1 |
|
|
2024
Q4 | $16.8M | Sell |
58,113
-179
| -0.3% | -$51.9K | 10.54% | 1 |
|
|
2024
Q3 | $16.5M | Buy |
58,292
+131
| +0.2% | +$37.1K | 10.84% | 1 |
|
|
2024
Q2 | $15.6M | Buy |
58,161
+778
| +1% | +$208K | 10.98% | 1 |
|
|
2024
Q1 | $14.9M | Sell |
57,383
-1,891
| -3% | -$491K | 10.53% | 1 |
|
|
2023
Q4 | $14.1M | Buy |
+59,274
| New | +$14.1M | 10.03% | 1 |
|