Moneywise Inc’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 | $1.32M | Buy |
4,353
+940
| +28% | +$286K | 0.62% | 34 |
|
|
2025
Q1 | $938K | Sell |
3,413
-1
| -0% | -$275 | 0.5% | 32 |
|
|
2024
Q4 | $989K | Buy |
3,414
+891
| +35% | +$258K | 0.5% | 34 |
|
|
2024
Q3 | $714K | Buy |
+2,523
| New | +$714K | 0.35% | 41 |
|
|
2019
Q4 | – | Sell |
-1,691
| Closed | -$255K | – | 44 |
|
|
2019
Q3 | $255K | Sell |
1,691
-42
| -2% | -$6.33K | 0.21% | 33 |
|
|
2019
Q2 | $260K | Buy |
+1,733
| New | +$260K | 0.2% | 34 |
|