Meridian Financial Partners’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 | $656K | Sell |
2,160
-323
| -13% | -$98.1K | 0.31% | 61 |
|
|
2025
Q1 | $682K | Sell |
2,483
-70
| -3% | -$19.2K | 0.35% | 58 |
|
|
2024
Q4 | $740K | Sell |
2,553
-203
| -7% | -$58.8K | 0.39% | 54 |
|
|
2024
Q3 | $780K | Sell |
2,756
-7
| -0.3% | -$1.98K | 0.39% | 59 |
|
|
2024
Q2 | $754K | Buy |
+2,763
| New | +$754K | 0.45% | 51 |
|
|
2023
Q3 | – | Sell |
-2,617
| Closed | -$590K | – | 90 |
|
|
2023
Q2 | $590K | Buy |
+2,617
| New | +$590K | 0.35% | 55 |
|
|
2022
Q3 | – | Sell |
-4,337
| Closed | -$871K | – | 86 |
|
|
2022
Q2 | $871K | Buy |
+4,337
| New | +$871K | 0.59% | 45 |
|
|
2022
Q1 | – | Sell |
-4,357
| Closed | -$994K | – | 84 |
|
|
2021
Q4 | $994K | Buy |
4,357
+1
| +0% | +$228 | 0.67% | 36 |
|
|
2021
Q3 | $983K | Hold |
4,356
| – | – | 0.66% | 34 |
|
|
2021
Q2 | $971K | Hold |
4,356
| – | – | 0.66% | 34 |
|
|
2021
Q1 | $931K | Hold |
4,356
| – | – | 0.7% | 32 |
|
|
2020
Q4 | $877K | Buy |
4,356
+105
| +2% | +$21.1K | 0.68% | 29 |
|
|
2020
Q3 | $738K | Buy |
4,251
+19
| +0.4% | +$3.3K | 0.62% | 30 |
|
|
2020
Q2 | $683K | Hold |
4,232
| – | – | 0.62% | 32 |
|
|
2020
Q1 | $606K | Buy |
4,232
+210
| +5% | +$30.1K | 0.65% | 25 |
|
|
2019
Q4 | $663K | Hold |
4,022
| – | – | 0.66% | 26 |
|
|
2019
Q3 | $590K | Buy |
+4,022
| New | +$590K | 0.66% | 26 |
|