Marietta 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 | $773K | Hold |
2,544
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $699K | Hold |
2,544
| – | – | 0.1% | 91 |
|
|
2024
Q4 | $737K | Sell |
2,544
-144
| -5% | -$41.7K | 0.11% | 88 |
|
|
2024
Q3 | $761K | Buy |
2,688
+144
| +6% | +$40.8K | 0.11% | 90 |
|
|
2024
Q2 | $681K | Sell |
2,544
-62
| -2% | -$16.6K | 0.11% | 89 |
|
|
2024
Q1 | $677K | Sell |
2,606
-109
| -4% | -$28.3K | 0.11% | 89 |
|
|
2023
Q4 | $644K | Hold |
2,715
| – | – | 0.11% | 90 |
|
|
2023
Q3 | $577K | Sell |
2,715
-55
| -2% | -$11.7K | 0.11% | 90 |
|
|
2023
Q2 | $610K | Sell |
2,770
-3,010
| -52% | -$663K | 0.12% | 94 |
|
|
2023
Q1 | $1.18M | Buy |
5,780
+2,890
| +100% | +$590K | 0.25% | 86 |
|
|
2022
Q4 | $553K | Hold |
2,890
| – | – | 0.13% | 94 |
|
|
2022
Q3 | $519K | Hold |
2,890
| – | – | 0.13% | 90 |
|
|
2022
Q2 | $545K | Hold |
2,890
| – | – | 0.13% | 89 |
|
|
2022
Q1 | $658K | Buy |
2,890
+1,575
| +120% | +$359K | 0.14% | 88 |
|
|
2021
Q4 | $317K | Hold |
1,315
| – | – | 0.06% | 107 |
|
|
2021
Q3 | $292K | Hold |
1,315
| – | – | 0.06% | 106 |
|
|
2021
Q2 | $293K | Hold |
1,315
| – | – | 0.07% | 108 |
|
|
2021
Q1 | $272K | Buy |
1,315
+45
| +4% | +$9.31K | 0.07% | 107 |
|
|
2020
Q4 | $247K | Hold |
1,270
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $216K | Sell |
1,270
-93
| -7% | -$15.8K | 0.07% | 99 |
|
|
2020
Q2 | $213K | Buy |
+1,363
| New | +$213K | 0.07% | 109 |
|
|
2020
Q1 | – | Sell |
-1,363
| Closed | -$223K | – | 124 |
|
|
2019
Q4 | $223K | Sell |
1,363
-112
| -8% | -$18.3K | 0.07% | 113 |
|
|
2019
Q3 | $223K | Buy |
+1,475
| New | +$223K | 0.08% | 115 |
|
|
2017
Q1 | – | Sell |
-12,643
| Closed | -$1.46M | – | 124 |
|
|
2016
Q4 | $1.46M | Buy |
+12,643
| New | +$1.46M | 1.17% | 32 |
|