Mason & Associates (Virginia)’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 | $627K | Sell |
2,064
-41
| -2% | -$12.5K | 0.16% | 24 |
|
|
2025
Q1 | $579K | Sell |
2,105
-644
| -23% | -$177K | 0.17% | 22 |
|
|
2024
Q4 | $797K | Sell |
2,749
-15
| -0.5% | -$4.35K | 0.24% | 19 |
|
|
2024
Q3 | $783K | Sell |
2,764
-29
| -1% | -$8.21K | 0.24% | 19 |
|
|
2024
Q2 | $747K | Sell |
2,793
-10,985
| -80% | -$2.94M | 0.25% | 18 |
|
|
2024
Q1 | $3.58M | Buy |
+13,778
| New | +$3.58M | 2.73% | 7 |
|