Napa Wealth 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 | $681K | Sell |
2,240
-57
| -2% | -$17.3K | 0.33% | 73 |
|
|
2025
Q1 | $631K | Hold |
2,297
| – | – | 0.36% | 77 |
|
|
2024
Q4 | $666K | Buy |
2,297
+32
| +1% | +$9.27K | 0.29% | 97 |
|
|
2024
Q3 | $641K | Sell |
2,265
-102
| -4% | -$28.9K | 0.3% | 89 |
|
|
2024
Q2 | $633K | Hold |
2,367
| – | – | 0.43% | 62 |
|
|
2024
Q1 | $615K | Sell |
2,367
-922
| -28% | -$240K | 0.32% | 25 |
|
|
2023
Q4 | $780K | Buy |
+3,289
| New | +$780K | 0.42% | 53 |
|