Monograph 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 | $11.6M | Sell |
38,108
-4,833
| -11% | -$1.47M | 1.43% | 12 |
|
|
2025
Q1 | $11.8M | Buy |
42,941
+5,879
| +16% | +$1.62M | 1.61% | 11 |
|
|
2024
Q4 | $10.7M | Buy |
37,062
+71
| +0.2% | +$20.6K | 1.42% | 12 |
|
|
2024
Q3 | $10.5M | Buy |
36,991
+44
| +0.1% | +$12.5K | 1.37% | 14 |
|
|
2024
Q2 | $9.92M | Sell |
36,947
-6,850
| -16% | -$1.84M | 1.45% | 11 |
|
|
2024
Q1 | $11.4M | Sell |
43,797
-80
| -0.2% | -$20.8K | 1.67% | 9 |
|
|
2023
Q4 | $10.4M | Buy |
43,877
+12,419
| +39% | +$2.95M | 1.87% | 9 |
|
|
2023
Q3 | $6.68M | Buy |
31,458
+46
| +0.1% | +$9.77K | 1.32% | 10 |
|
|
2023
Q2 | $6.92M | Sell |
31,412
-268
| -0.8% | -$59K | 1.49% | 9 |
|
|
2023
Q1 | $6.47M | Buy |
31,680
+799
| +3% | +$163K | 1.52% | 9 |
|
|
2022
Q4 | $5.9M | Buy |
30,881
+62
| +0.2% | +$11.9K | 1.56% | 9 |
|
|
2022
Q3 | $5.53M | Buy |
30,819
+1,233
| +4% | +$221K | 1.81% | 7 |
|
|
2022
Q2 | $5.58M | Sell |
29,586
-1,857
| -6% | -$350K | 1.62% | 8 |
|
|
2022
Q1 | $7.16M | Buy |
31,443
+34
| +0.1% | +$7.74K | 1.81% | 6 |
|
|
2021
Q4 | $7.58M | Buy |
+31,409
| New | +$7.58M | 1.91% | 7 |
|