O'Connor Financial Group’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 | $853K | Buy |
2,769
+364
| +15% | +$112K | 0.38% | 32 |
|
|
2025
Q1 | $661K | Sell |
2,405
-1,119
| -32% | -$308K | 0.34% | 31 |
|
|
2024
Q4 | $1.02M | Sell |
3,524
-889
| -20% | -$258K | 0.53% | 25 |
|
|
2024
Q3 | $1.25M | Sell |
4,413
-931
| -17% | -$264K | 0.66% | 24 |
|
|
2024
Q2 | $1.43M | Sell |
5,344
-685
| -11% | -$183K | 0.83% | 23 |
|
|
2024
Q1 | $1.57M | Sell |
6,029
-542
| -8% | -$141K | 0.93% | 23 |
|
|
2023
Q4 | $1.56M | Sell |
6,571
-210
| -3% | -$49.8K | 0.96% | 23 |
|
|
2023
Q3 | $1.44M | Sell |
6,781
-206
| -3% | -$43.8K | 0.99% | 23 |
|
|
2023
Q2 | $1.54M | Buy |
6,987
+408
| +6% | +$89.9K | 1.06% | 22 |
|
|
2023
Q1 | $1.34M | Buy |
+6,579
| New | +$1.34M | 1.01% | 23 |
|