Mills 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 | $1.69M | Buy |
5,662
+31
| +0.6% | +$9.23K | 0.77% | 24 |
|
|
2025
Q1 | $1.53M | Sell |
5,631
-1,045
| -16% | -$283K | 0.81% | 25 |
|
|
2024
Q4 | $1.91M | Sell |
6,676
-124
| -2% | -$35.4K | 1.08% | 20 |
|
|
2024
Q3 | $1.9M | Sell |
6,800
-41
| -0.6% | -$11.5K | 1.31% | 18 |
|
|
2024
Q2 | $1.81M | Sell |
6,841
-120
| -2% | -$31.8K | 1.29% | 18 |
|
|
2024
Q1 | $1.79M | Sell |
6,961
-1,266
| -15% | -$326K | 1.32% | 19 |
|
|
2023
Q4 | $1.95M | Buy |
8,227
+540
| +7% | +$128K | 1.48% | 15 |
|
|
2023
Q3 | $1.64M | Sell |
7,687
-545
| -7% | -$116K | 1.31% | 18 |
|
|
2023
Q2 | $1.81M | Sell |
8,232
-77
| -0.9% | -$17K | 1.38% | 16 |
|
|
2023
Q1 | $1.69M | Sell |
8,309
-690
| -8% | -$141K | 1.37% | 16 |
|
|
2022
Q4 | $1.72M | Buy |
+8,999
| New | +$1.72M | 1.56% | 17 |
|