Melfa 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 | $8.64M | Buy |
28,434
+14,133
| +99% | +$4.3M | 5.46% | 2 |
|
|
2025
Q1 | $3.93M | Buy |
14,301
+5,379
| +60% | +$1.48M | 2.65% | 6 |
|
|
2024
Q4 | $2.59M | Buy |
8,922
+5,016
| +128% | +$1.45M | 1.73% | 11 |
|
|
2024
Q3 | $1.11M | Buy |
3,906
+516
| +15% | +$146K | 0.73% | 35 |
|
|
2024
Q2 | $907K | Sell |
3,390
-69
| -2% | -$18.5K | 0.63% | 43 |
|
|
2024
Q1 | $899K | Buy |
3,459
+519
| +18% | +$135K | 0.65% | 41 |
|
|
2023
Q4 | $698K | Buy |
2,940
+2
| +0.1% | +$475 | 0.66% | 42 |
|
|
2023
Q3 | $624K | Sell |
2,938
-138
| -4% | -$29.3K | 0.68% | 41 |
|
|
2023
Q2 | $678K | Sell |
3,076
-1,376
| -31% | -$303K | 0.69% | 39 |
|
|
2023
Q1 | $909K | Buy |
4,452
+27
| +0.6% | +$5.51K | 0.91% | 27 |
|
|
2022
Q4 | $846K | Buy |
+4,425
| New | +$846K | 0.88% | 29 |
|