O'Donnell 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 | $1.66M | Buy |
5,471
+983
| +22% | +$299K | 0.64% | 23 |
|
|
2025
Q1 | $1.23M | Buy |
4,488
+287
| +7% | +$78.9K | 0.51% | 26 |
|
|
2024
Q4 | $1.18M | Hold |
4,201
| – | – | 0.49% | 22 |
|
|
2024
Q3 | $1.19M | Buy |
4,201
+23
| +0.6% | +$6.51K | 0.48% | 25 |
|
|
2024
Q2 | $1.12M | Sell |
4,178
-671
| -14% | -$179K | 0.5% | 22 |
|
|
2024
Q1 | $1.26M | Buy |
4,849
+340
| +8% | +$88.4K | 0.58% | 21 |
|
|
2023
Q4 | $1.07M | Buy |
4,509
+671
| +17% | +$159K | 0.54% | 20 |
|
|
2023
Q3 | $815K | Sell |
3,838
-100
| -3% | -$21.2K | 0.45% | 14 |
|
|
2023
Q2 | $867K | Buy |
3,938
+100
| +3% | +$22K | 0.52% | 9 |
|
|
2023
Q1 | $783K | Buy |
+3,838
| New | +$783K | 1.4% | 5 |
|