Oak Harbor Wealth Partners’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 | $139K | Buy |
458
+377
| +465% | +$115K | 0.04% | 197 |
|
|
2025
Q1 | $22.3K | Hold |
81
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $23.5K | Hold |
81
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $22.9K | Hold |
81
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $21.7K | Hold |
81
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $21.1K | Hold |
81
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $19.2K | Hold |
81
| – | – | 0.01% | 204 |
|
|
2023
Q3 | $17.2K | Hold |
81
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $17.8K | Sell |
81
-796
| -91% | -$175K | 0.01% | 209 |
|
|
2023
Q1 | $179K | Hold |
877
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $168K | Buy |
877
+796
| +983% | +$152K | 0.06% | 159 |
|
|
2022
Q3 | $15K | Buy |
81
+25
| +45% | +$4.63K | 0.01% | 192 |
|
|
2022
Q2 | $11K | Sell |
56
-12
| -18% | -$2.36K | ﹤0.01% | 203 |
|
|
2022
Q1 | $15K | Hold |
68
| – | – | ﹤0.01% | 212 |
|
|
2021
Q4 | $16K | Buy |
+68
| New | +$16K | 0.01% | 218 |
|