Omni 360 Wealth’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 | $1.91M | Sell |
6,275
-227
| -3% | -$69K | 0.94% | 24 |
|
|
2025
Q1 | $1.79M | Sell |
6,502
-2,926
| -31% | -$804K | 1.05% | 23 |
|
|
2024
Q4 | $2.73M | Sell |
9,428
-606
| -6% | -$176K | 1.71% | 13 |
|
|
2024
Q3 | $2.84M | Sell |
10,034
-117
| -1% | -$33.1K | 1.86% | 14 |
|
|
2024
Q2 | $2.72M | Sell |
10,151
-11
| -0.1% | -$2.94K | 2.02% | 12 |
|
|
2024
Q1 | $2.64M | Buy |
10,162
+185
| +2% | +$48.1K | 2.15% | 12 |
|
|
2023
Q4 | $2.37M | Buy |
+9,977
| New | +$2.37M | 2.2% | 12 |
|