Milestone Investment 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 | $4.22M | Sell |
13,886
-4
| -0% | -$1.22K | 1.1% | 29 |
|
|
2025
Q1 | $3.82M | Sell |
13,890
-2,364
| -15% | -$650K | 1.06% | 29 |
|
|
2024
Q4 | $4.71M | Buy |
16,254
+1,156
| +8% | +$335K | 1.28% | 23 |
|
|
2024
Q3 | $4.28M | Sell |
15,098
-77,111
| -84% | -$21.8M | 1.2% | 26 |
|
|
2024
Q2 | $24.7M | Sell |
92,209
-13,363
| -13% | -$3.57M | 6.56% | 4 |
|
|
2024
Q1 | $27.4M | Sell |
105,572
-3,354
| -3% | -$872K | 7.4% | 3 |
|
|
2023
Q4 | $25.8M | Buy |
108,926
+2,382
| +2% | +$565K | 7.51% | 2 |
|
|
2023
Q3 | $22.6M | Buy |
106,544
+8,824
| +9% | +$1.87M | 6.44% | 3 |
|
|
2023
Q2 | $21.5M | Buy |
97,720
+1,354
| +1% | +$298K | 6.66% | 5 |
|
|
2023
Q1 | $19.7M | Buy |
96,366
+6,603
| +7% | +$1.35M | 6.07% | 3 |
|
|
2022
Q4 | $17.2M | Buy |
+89,763
| New | +$17.2M | 6.02% | 4 |
|