Melone Private Wealth’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 | $546K | Sell |
1,799
-137
| -7% | -$41.6K | 0.28% | 40 |
|
|
2025
Q1 | $532K | Sell |
1,936
-2
| -0.1% | -$550 | 0.28% | 40 |
|
|
2024
Q4 | $562K | Hold |
1,938
| – | – | 0.29% | 40 |
|
|
2024
Q3 | $549K | Sell |
1,938
-189
| -9% | -$53.5K | 0.29% | 41 |
|
|
2024
Q2 | $569K | Hold |
2,127
| – | – | 0.34% | 38 |
|
|
2024
Q1 | $553K | Sell |
2,127
-88
| -4% | -$22.9K | 0.33% | 39 |
|
|
2023
Q4 | $525K | Sell |
2,215
-179
| -7% | -$42.5K | 0.33% | 38 |
|
|
2023
Q3 | $508K | Hold |
2,394
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $527K | Buy |
2,394
+1
| +0% | +$220 | 0.37% | 40 |
|
|
2023
Q1 | $485K | Sell |
2,393
-46
| -2% | -$9.32K | 0.37% | 38 |
|
|
2022
Q4 | $466K | Sell |
2,439
-1,786
| -42% | -$341K | 0.4% | 38 |
|
|
2022
Q3 | $793K | Sell |
4,225
-410
| -9% | -$77K | 0.69% | 33 |
|
|
2022
Q2 | $902K | Buy |
4,635
+17
| +0.4% | +$3.31K | 0.76% | 31 |
|
|
2022
Q1 | $992K | Sell |
4,618
-734
| -14% | -$158K | 0.81% | 32 |
|
|
2021
Q4 | $1.29M | Buy |
+5,352
| New | +$1.29M | 0.97% | 31 |
|