Meridian Wealth 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 | $4.21M | Sell |
13,855
-67
| -0.5% | -$20.4K | 0.61% | 25 |
|
|
2025
Q1 | $3.83M | Sell |
13,922
-1,110
| -7% | -$305K | 0.61% | 24 |
|
|
2024
Q4 | $4.36M | Sell |
15,032
-7
| -0% | -$2.03K | 0.66% | 24 |
|
|
2024
Q3 | $4.26M | Buy |
15,039
+282
| +2% | +$79.9K | 0.66% | 23 |
|
|
2024
Q2 | $3.95M | Sell |
14,757
-1,311
| -8% | -$351K | 0.7% | 21 |
|
|
2024
Q1 | $4.18M | Sell |
16,068
-220
| -1% | -$57.2K | 0.75% | 19 |
|
|
2023
Q4 | $3.86M | Sell |
16,288
-118
| -0.7% | -$28K | 0.74% | 19 |
|
|
2023
Q3 | $3.48M | Sell |
16,406
-180
| -1% | -$38.2K | 0.73% | 19 |
|
|
2023
Q2 | $3.65M | Sell |
16,586
-395
| -2% | -$87K | 0.75% | 19 |
|
|
2023
Q1 | $3.47M | Sell |
16,981
-49
| -0.3% | -$10K | 0.75% | 19 |
|
|
2022
Q4 | $3.26M | Sell |
17,030
-101
| -0.6% | -$19.3K | 0.75% | 19 |
|
|
2022
Q3 | $3.08M | Sell |
17,131
-109
| -0.6% | -$19.6K | 0.77% | 19 |
|
|
2022
Q2 | $3.25M | Sell |
17,240
-52
| -0.3% | -$9.81K | 0.77% | 19 |
|
|
2022
Q1 | $3.94M | Buy |
17,292
+45
| +0.3% | +$10.2K | 0.83% | 19 |
|
|
2021
Q4 | $4.16M | Sell |
17,247
-231
| -1% | -$55.8K | 0.83% | 20 |
|
|
2021
Q3 | $3.88M | Sell |
17,478
-172
| -1% | -$38.2K | 0.84% | 19 |
|
|
2021
Q2 | $3.93M | Buy |
17,650
+217
| +1% | +$48.4K | 0.92% | 17 |
|
|
2021
Q1 | $3.6M | Sell |
17,433
-272
| -2% | -$56.2K | 1.08% | 16 |
|
|
2020
Q4 | $3.45M | Sell |
17,705
-336
| -2% | -$65.4K | 1.42% | 12 |
|
|
2020
Q3 | $3.07M | Sell |
18,041
-91
| -0.5% | -$15.5K | 1.55% | 11 |
|
|
2020
Q2 | $2.84M | Sell |
18,132
-625
| -3% | -$97.8K | 1.53% | 11 |
|
|
2020
Q1 | $2.42M | Buy |
18,757
+2,775
| +17% | +$358K | 1.44% | 13 |
|
|
2019
Q4 | $2.62M | Buy |
+15,982
| New | +$2.62M | 1.63% | 11 |
|