Oldfather 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 | $1.76M | Hold |
5,798
| – | – | 0.61% | 25 |
|
|
2025
Q1 | $1.59M | Sell |
5,798
-4
| -0.1% | -$1.1K | 0.6% | 25 |
|
|
2024
Q4 | $1.68M | Buy |
5,802
+633
| +12% | +$183K | 0.64% | 23 |
|
|
2024
Q3 | $1.46M | Sell |
5,169
-236
| -4% | -$66.8K | 0.56% | 25 |
|
|
2024
Q2 | $1.45M | Buy |
5,405
+29
| +0.5% | +$7.76K | 0.59% | 24 |
|
|
2024
Q1 | $1.4M | Sell |
5,376
-45
| -0.8% | -$11.7K | 0.58% | 25 |
|
|
2023
Q4 | $1.29M | Sell |
5,421
-85
| -2% | -$20.2K | 0.57% | 26 |
|
|
2023
Q3 | $1.17M | Buy |
5,506
+20
| +0.4% | +$4.25K | 0.59% | 25 |
|
|
2023
Q2 | $1.21M | Sell |
5,486
-256
| -4% | -$56.4K | 0.59% | 25 |
|
|
2023
Q1 | $1.17M | Sell |
5,742
-22
| -0.4% | -$4.49K | 0.61% | 27 |
|
|
2022
Q4 | $1.1M | Sell |
5,764
-1,030
| -15% | -$197K | 0.63% | 25 |
|
|
2022
Q3 | $1.22M | Buy |
6,794
+65
| +1% | +$11.7K | 0.76% | 24 |
|
|
2022
Q2 | $1.35M | Buy |
6,729
+2
| +0% | +$402 | 0.77% | 24 |
|
|
2022
Q1 | $1.45M | Buy |
6,727
+11
| +0.2% | +$2.36K | 0.78% | 24 |
|
|
2021
Q4 | $1.52M | Sell |
6,716
-56
| -0.8% | -$12.7K | 0.8% | 23 |
|
|
2021
Q3 | $1.64M | Buy |
6,772
+226
| +3% | +$54.6K | 0.84% | 23 |
|
|
2021
Q2 | $1.5M | Buy |
6,546
+11
| +0.2% | +$2.52K | 0.82% | 23 |
|
|
2021
Q1 | $1.39M | Sell |
6,535
-112
| -2% | -$23.8K | 0.8% | 24 |
|
|
2020
Q4 | $1.36M | Buy |
6,647
+50
| +0.8% | +$10.2K | 0.81% | 23 |
|
|
2020
Q3 | $1.17M | Buy |
6,597
+10
| +0.2% | +$1.78K | 0.84% | 23 |
|
|
2020
Q2 | $1.09M | Sell |
6,587
-52
| -0.8% | -$8.57K | 0.84% | 22 |
|
|
2020
Q1 | $958K | Buy |
6,639
+161
| +2% | +$23.2K | 0.91% | 20 |
|
|
2019
Q4 | $1.08M | Buy |
+6,478
| New | +$1.08M | 1% | 21 |
|