MONECO 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 | $7.54M | Buy |
24,797
+11,246
| +83% | +$3.42M | 0.7% | 30 |
|
2025
Q1 | $3.72M | Buy |
13,551
+2,501
| +23% | +$687K | 0.39% | 54 |
|
2024
Q4 | $3.2M | Buy |
11,050
+3,060
| +38% | +$887K | 0.34% | 71 |
|
2024
Q3 | $2.26M | Sell |
7,990
-1,406
| -15% | -$398K | 0.28% | 98 |
|
2024
Q2 | $2.51M | Buy |
9,396
+1,298
| +16% | +$347K | 0.37% | 76 |
|
2024
Q1 | $2.1M | Buy |
8,098
+947
| +13% | +$246K | 0.33% | 91 |
|
2023
Q4 | $1.7M | Buy |
7,151
+2,483
| +53% | +$589K | 0.32% | 82 |
|
2023
Q3 | $992K | Buy |
4,668
+10
| +0.2% | +$2.12K | 0.27% | 98 |
|
2023
Q2 | $1.03M | Buy |
4,658
+24
| +0.5% | +$5.29K | 0.28% | 95 |
|
2023
Q1 | $946K | Sell |
4,634
-203
| -4% | -$41.4K | 0.28% | 93 |
|
2022
Q4 | $925K | Buy |
4,837
+58
| +1% | +$11.1K | 0.33% | 76 |
|
2022
Q3 | $858K | Sell |
4,779
-578
| -11% | -$104K | 0.34% | 71 |
|
2022
Q2 | $1.01M | Buy |
5,357
+813
| +18% | +$153K | 0.39% | 67 |
|
2022
Q1 | $1.04M | Sell |
4,544
-407
| -8% | -$92.7K | 0.38% | 62 |
|
2021
Q4 | $1.11M | Sell |
4,951
-303
| -6% | -$68.1K | 0.42% | 56 |
|
2021
Q3 | $1.17M | Buy |
5,254
+699
| +15% | +$155K | 0.46% | 54 |
|
2021
Q2 | $1.02M | Buy |
4,555
+43
| +1% | +$9.58K | 0.47% | 53 |
|
2021
Q1 | $933K | Buy |
4,512
+295
| +7% | +$61K | 0.45% | 57 |
|
2020
Q4 | $839K | Buy |
4,217
+244
| +6% | +$48.5K | 0.46% | 51 |
|
2020
Q3 | $677K | Buy |
3,973
+756
| +24% | +$129K | 0.43% | 55 |
|
2020
Q2 | $504K | Buy |
3,217
+155
| +5% | +$24.3K | 0.39% | 63 |
|
2020
Q1 | $395K | Buy |
3,062
+407
| +15% | +$52.5K | 0.4% | 63 |
|
2019
Q4 | $448K | Sell |
2,655
-83
| -3% | -$14K | 0.32% | 76 |
|
2019
Q3 | $413K | Buy |
2,738
+10
| +0.4% | +$1.51K | 0.32% | 73 |
|
2019
Q2 | $409K | Sell |
2,728
-76
| -3% | -$11.4K | 0.33% | 72 |
|
2019
Q1 | $406K | Buy |
2,804
+142
| +5% | +$20.6K | 0.33% | 74 |
|
2018
Q4 | $340K | Buy |
+2,662
| New | +$340K | 0.4% | 56 |
|