Meridian Wealth 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 | $1.39M | Sell |
4,565
-252
| -5% | -$76.6K | 0.22% | 68 |
|
|
2025
Q1 | $1.32M | Sell |
4,817
-177
| -4% | -$48.6K | 0.22% | 68 |
|
|
2024
Q4 | $1.45M | Buy |
4,994
+377
| +8% | +$109K | 0.24% | 66 |
|
|
2024
Q3 | $1.31M | Buy |
4,617
+625
| +16% | +$177K | 0.22% | 71 |
|
|
2024
Q2 | $1.07M | Hold |
3,992
| – | – | 0.19% | 79 |
|
|
2024
Q1 | $1.04M | Buy |
3,992
+883
| +28% | +$230K | 0.19% | 80 |
|
|
2023
Q4 | $737K | Buy |
3,109
+301
| +11% | +$71.4K | 0.16% | 90 |
|
|
2023
Q3 | $596K | Buy |
2,808
+540
| +24% | +$115K | 0.15% | 96 |
|
|
2023
Q2 | $499K | Sell |
2,268
-520
| -19% | -$115K | 0.12% | 108 |
|
|
2023
Q1 | $569K | Buy |
2,788
+1
| +0% | +$204 | 0.14% | 103 |
|
|
2022
Q4 | $533K | Buy |
2,787
+413
| +17% | +$79K | 0.14% | 110 |
|
|
2022
Q3 | $426K | Buy |
2,374
+1
| +0% | +$179 | 0.12% | 125 |
|
|
2022
Q2 | $448K | Buy |
2,373
+1
| +0% | +$189 | 0.12% | 129 |
|
|
2022
Q1 | $540K | Sell |
2,372
-160
| -6% | -$36.4K | 0.13% | 126 |
|
|
2021
Q4 | $611K | Buy |
2,532
+41
| +2% | +$9.89K | 0.15% | 114 |
|
|
2021
Q3 | $553K | Hold |
2,491
| – | – | 0.15% | 111 |
|
|
2021
Q2 | $555K | Buy |
2,491
+263
| +12% | +$58.6K | 0.16% | 116 |
|
|
2021
Q1 | $461K | Buy |
2,228
+334
| +18% | +$69.1K | 0.15% | 117 |
|
|
2020
Q4 | $369K | Sell |
1,894
-1,440
| -43% | -$281K | 0.13% | 124 |
|
|
2020
Q3 | $568K | Buy |
3,334
+1,664
| +100% | +$283K | 0.24% | 88 |
|
|
2020
Q2 | $261K | Sell |
1,670
-300
| -15% | -$46.9K | 0.12% | 135 |
|
|
2020
Q1 | $254K | Hold |
1,970
| – | – | 0.14% | 116 |
|
|
2019
Q4 | $322K | Buy |
+1,970
| New | +$322K | 0.13% | 125 |
|
|
2019
Q2 | – | Sell |
-3,762
| Closed | -$544K | – | 134 |
|
|
2019
Q1 | $544K | Buy |
3,762
+3,396
| +928% | +$491K | 0.4% | 53 |
|
|
2018
Q4 | $47K | Buy |
+366
| New | +$47K | 0.04% | 260 |
|