Nova R Wealth’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 | $623K | Buy |
2,049
+27
| +1% | +$8.21K | 0.29% | 50 |
|
|
2025
Q1 | $556K | Buy |
2,022
+13
| +0.6% | +$3.57K | 0.28% | 50 |
|
|
2024
Q4 | $582K | Buy |
2,009
+141
| +8% | +$40.9K | 0.29% | 48 |
|
|
2024
Q3 | $529K | Buy |
1,868
+28
| +2% | +$7.93K | 0.26% | 49 |
|
|
2024
Q2 | $492K | Buy |
1,840
+128
| +7% | +$34.2K | 0.25% | 48 |
|
|
2024
Q1 | $445K | Buy |
1,712
+189
| +12% | +$49.1K | 0.23% | 53 |
|
|
2023
Q4 | $361K | Sell |
1,523
-37
| -2% | -$8.78K | 0.23% | 50 |
|
|
2023
Q3 | $331K | Buy |
1,560
+66
| +4% | +$14K | 0.23% | 49 |
|
|
2023
Q2 | $329K | Buy |
1,494
+56
| +4% | +$12.3K | 0.22% | 51 |
|
|
2023
Q1 | $293K | Buy |
1,438
+18
| +1% | +$3.67K | 0.2% | 60 |
|
|
2022
Q4 | $272K | Buy |
+1,420
| New | +$272K | 0.2% | 61 |
|
|
2022
Q3 | – | Sell |
-1,104
| Closed | -$208K | – | 73 |
|
|
2022
Q2 | $208K | Buy |
+1,104
| New | +$208K | 0.17% | 68 |
|