ORG Partners’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 | $2.58M | Sell |
8,492
-216
| -2% | -$65.7K | 0.55% | 36 |
|
|
2025
Q1 | $2.4M | Buy |
8,708
+2,744
| +46% | +$757K | 0.59% | 34 |
|
|
2024
Q4 | $1.73M | Sell |
5,964
-74
| -1% | -$21.4K | 0.23% | 78 |
|
|
2024
Q3 | $1.71M | Sell |
6,038
-1,447
| -19% | -$410K | 0.27% | 72 |
|
|
2024
Q2 | $2.01M | Buy |
+7,485
| New | +$2.01M | 0.25% | 79 |
|
|
2024
Q1 | – | Sell |
-8,478
| Closed | -$2.01M | – | 1124 |
|
|
2023
Q4 | $2.01M | Buy |
8,478
+2,797
| +49% | +$664K | 0.34% | 59 |
|
|
2023
Q3 | $1.21M | Sell |
5,681
-2,313
| -29% | -$491K | 0.36% | 58 |
|
|
2023
Q2 | $1.77M | Buy |
+7,994
| New | +$1.77M | 0.29% | 67 |
|