One Wealth Management Investment & Advisory 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 | $2.71M | Buy |
8,926
+224
| +3% | +$68.1K | 3.49% | 11 |
|
|
2025
Q1 | $2.39M | Buy |
8,702
+6,581
| +310% | +$1.81M | 3.96% | 9 |
|
|
2024
Q4 | $615K | Hold |
2,121
| – | – | 0.97% | 16 |
|
|
2024
Q3 | $601K | Sell |
2,121
-22
| -1% | -$6.23K | 1.05% | 16 |
|
|
2024
Q2 | $573K | Hold |
2,143
| – | – | 0.23% | 60 |
|
|
2024
Q1 | $557K | Sell |
2,143
-470
| -18% | -$122K | 0.23% | 65 |
|
|
2023
Q4 | $620K | Buy |
+2,613
| New | +$620K | 0.28% | 61 |
|