Mayflower Financial 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 | $5.88M | Sell |
19,342
-70
| -0.4% | -$21.3K | 0.82% | 28 |
|
|
2025
Q1 | $5.34M | Buy |
19,412
+335
| +2% | +$92.1K | 0.81% | 28 |
|
|
2024
Q4 | $5.53M | Buy |
19,077
+410
| +2% | +$119K | 0.83% | 28 |
|
|
2024
Q3 | $5.29M | Sell |
18,667
-1,987
| -10% | -$563K | 0.8% | 30 |
|
|
2024
Q2 | $5.53M | Sell |
20,654
-164
| -0.8% | -$43.9K | 0.91% | 25 |
|
|
2024
Q1 | $5.41M | Buy |
20,818
+7
| +0% | +$1.82K | 0.9% | 24 |
|
|
2023
Q4 | $4.94M | Sell |
20,811
-578
| -3% | -$137K | 0.68% | 39 |
|
|
2023
Q3 | $4.54M | Sell |
21,389
-1,525
| -7% | -$324K | 0.68% | 33 |
|
|
2023
Q2 | $5.05M | Sell |
22,914
-1,208
| -5% | -$266K | 0.65% | 36 |
|
|
2023
Q1 | $4.92M | Sell |
24,122
-726
| -3% | -$148K | 0.65% | 36 |
|
|
2022
Q4 | $4.75M | Buy |
24,848
+1,959
| +9% | +$375K | 0.66% | 34 |
|
|
2022
Q3 | $4.11M | Sell |
22,889
-1,653
| -7% | -$297K | 0.66% | 31 |
|
|
2022
Q2 | $4.63M | Sell |
24,542
-2,588
| -10% | -$488K | 0.71% | 30 |
|
|
2022
Q1 | $6.18M | Sell |
27,130
-357
| -1% | -$81.3K | 0.83% | 26 |
|
|
2021
Q4 | $6.64M | Sell |
27,487
-314
| -1% | -$75.8K | 0.88% | 28 |
|
|
2021
Q3 | $6.49M | Buy |
27,801
+1,776
| +7% | +$414K | 0.88% | 30 |
|
|
2021
Q2 | $5.8M | Buy |
26,025
+1,026
| +4% | +$229K | 0.8% | 28 |
|
|
2021
Q1 | $5.17M | Buy |
24,999
+859
| +4% | +$178K | 0.77% | 28 |
|
|
2020
Q4 | $4.7M | Buy |
+24,140
| New | +$4.7M | 0.81% | 27 |
|