NRI 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 | $8.48M | Buy |
27,909
+1,564
| +6% | +$475K | 5.12% | 5 |
|
|
2025
Q1 | $7.24M | Sell |
26,345
-7,620
| -22% | -$2.09M | 5.36% | 6 |
|
|
2024
Q4 | $9.84M | Buy |
+33,965
| New | +$9.84M | 6.79% | 5 |
|
|
2024
Q2 | $8.18M | Buy |
30,569
+1,885
| +7% | +$504K | 6.34% | 5 |
|
|
2024
Q1 | $7.46M | Buy |
28,684
+851
| +3% | +$221K | 6.3% | 5 |
|
|
2023
Q4 | $6.6M | Buy |
+27,833
| New | +$6.6M | 6.59% | 4 |
|