New England Capital Financial 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 | $48.6K | Hold |
160
| – | – | 0.02% | 122 |
|
|
2025
Q1 | $44K | Hold |
160
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $46.4K | Hold |
160
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $45.3K | Hold |
160
| – | – | 0.02% | 118 |
|
|
2024
Q2 | $42.8K | Hold |
160
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $41.6K | Buy |
160
+59
| +58% | +$15.3K | 0.02% | 121 |
|
|
2023
Q4 | $24K | Buy |
+101
| New | +$24K | 0.01% | 153 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.85K | – | 445 |
|
|
2023
Q1 | $1.85K | Sell |
9
-95
| -91% | -$19.5K | ﹤0.01% | 345 |
|
|
2022
Q4 | $20.8K | Buy |
+104
| New | +$20.8K | 0.01% | 180 |
|