Nabity-Jensen Investment Management’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 | $2.47M | Sell |
8,126
-421
| -5% | -$128K | 1.82% | 15 |
|
|
2025
Q1 | $2.35M | Sell |
8,547
-162
| -2% | -$44.5K | 1.87% | 15 |
|
|
2024
Q4 | $2.52M | Sell |
8,709
-70
| -0.8% | -$20.3K | 1.91% | 14 |
|
|
2024
Q3 | $2.49M | Sell |
8,779
-259
| -3% | -$73.3K | 1.9% | 14 |
|
|
2024
Q2 | $2.42M | Sell |
9,038
-1,144
| -11% | -$306K | 1.98% | 14 |
|
|
2024
Q1 | $2.65M | Sell |
10,182
-72
| -0.7% | -$18.7K | 2.18% | 13 |
|
|
2023
Q4 | $2.43M | Buy |
+10,254
| New | +$2.43M | 2.19% | 12 |
|