National Wealth Management Group’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
Q1 | $3.06M | Buy |
11,146
+8
| +0.1% | +$2.2K | 2.01% | 13 |
|
|
2024
Q4 | $3.23M | Sell |
11,138
-438
| -4% | -$127K | 2.15% | 11 |
|
|
2024
Q3 | $3.28M | Buy |
11,576
+1,770
| +18% | +$501K | 2.22% | 10 |
|
|
2024
Q2 | $2.62M | Sell |
9,806
-851
| -8% | -$228K | 2% | 12 |
|
|
2024
Q1 | $2.77M | Sell |
10,657
-125
| -1% | -$32.5K | 2.15% | 12 |
|
|
2023
Q4 | $2.56M | Buy |
10,782
+591
| +6% | +$140K | 2.47% | 7 |
|
|
2023
Q3 | $2.16M | Sell |
10,191
-225
| -2% | -$47.8K | 2.35% | 8 |
|
|
2023
Q2 | $2.31M | Sell |
10,416
-1,750
| -14% | -$388K | 2.4% | 8 |
|
|
2023
Q1 | $2.48M | Buy |
12,166
+1,229
| +11% | +$251K | 2.84% | 5 |
|
|
2022
Q4 | $2.09M | Sell |
10,937
-747
| -6% | -$143K | 2.51% | 7 |
|
|
2022
Q3 | $2.1M | Buy |
11,684
+966
| +9% | +$173K | 2.73% | 8 |
|
|
2022
Q2 | $2.02M | Sell |
10,718
-460
| -4% | -$86.8K | 2.55% | 9 |
|
|
2022
Q1 | $2.54M | Sell |
11,178
-255
| -2% | -$58.1K | 2.45% | 10 |
|
|
2021
Q4 | $2.76M | Buy |
+11,433
| New | +$2.76M | 2.59% | 4 |
|