Novak & Powell Financial Services’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 | $2.24M | Sell |
7,366
-3,661
| -33% | -$1.11M | 1.55% | 15 |
|
|
2025
Q1 | $3.03M | Sell |
11,027
-69
| -0.6% | -$19K | 1.89% | 12 |
|
|
2024
Q4 | $3.22M | Buy |
11,096
+112
| +1% | +$32.5K | 1.92% | 12 |
|
|
2024
Q3 | $3.11M | Buy |
10,984
+197
| +2% | +$55.8K | 1.8% | 13 |
|
|
2024
Q2 | $2.89M | Sell |
10,787
-124
| -1% | -$33.2K | 1.79% | 13 |
|
|
2024
Q1 | $1.86M | Buy |
10,911
+3
| +0% | +$510 | 1.39% | 15 |
|
|
2023
Q4 | $2.58M | Buy |
+10,908
| New | +$2.58M | 1.72% | 13 |
|