Martel Wealth 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 | $784K | Buy |
2,581
+471
| +22% | +$143K | 0.15% | 33 |
|
|
2025
Q1 | $580K | Sell |
2,110
-88
| -4% | -$24.2K | 0.12% | 39 |
|
|
2024
Q4 | $637K | Sell |
2,198
-39
| -2% | -$11.3K | 0.12% | 39 |
|
|
2024
Q3 | $633K | Sell |
2,237
-225
| -9% | -$63.6K | 0.13% | 32 |
|
|
2024
Q2 | $659K | Sell |
2,462
-59
| -2% | -$15.8K | 0.14% | 31 |
|
|
2024
Q1 | $655K | Sell |
2,521
-127
| -5% | -$33K | 0.14% | 32 |
|
|
2023
Q4 | $628K | Sell |
2,648
-37
| -1% | -$8.78K | 0.14% | 33 |
|
|
2023
Q3 | $570K | Sell |
2,685
-53
| -2% | -$11.3K | 0.14% | 32 |
|
|
2023
Q2 | $603K | Sell |
2,738
-6
| -0.2% | -$1.32K | 0.15% | 32 |
|
|
2023
Q1 | $560K | Buy |
2,744
+2
| +0.1% | +$408 | 0.14% | 30 |
|
|
2022
Q4 | $524K | Sell |
2,742
-2,085
| -43% | -$399K | 0.14% | 33 |
|
|
2022
Q3 | $866K | Buy |
4,827
+2,028
| +72% | +$364K | 0.25% | 30 |
|
|
2022
Q2 | $528K | Buy |
2,799
+1,556
| +125% | +$293K | 0.14% | 34 |
|
|
2022
Q1 | $283K | Sell |
1,243
-179
| -13% | -$40.8K | 0.07% | 43 |
|
|
2021
Q4 | $343K | Sell |
1,422
-192
| -12% | -$46.4K | 0.08% | 40 |
|
|
2021
Q3 | $358K | Buy |
1,614
+3
| +0.2% | +$666 | 0.09% | 39 |
|
|
2021
Q2 | $359K | Sell |
1,611
-159
| -9% | -$35.4K | 0.09% | 39 |
|
|
2021
Q1 | $366K | Sell |
1,770
-116
| -6% | -$24K | 0.1% | 37 |
|
|
2020
Q4 | $367K | Buy |
1,886
+152
| +9% | +$29.6K | 0.11% | 38 |
|
|
2020
Q3 | $295K | Sell |
1,734
-133
| -7% | -$22.6K | 0.1% | 38 |
|
|
2020
Q2 | $292K | Buy |
+1,867
| New | +$292K | 0.1% | 38 |
|