Orgel Wealth Management’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 | $1.72M | Buy |
5,655
+1,005
| +22% | +$305K | 0.04% | 41 |
|
|
2025
Q1 | $1.28M | Sell |
4,650
-1,130
| -20% | -$311K | 0.03% | 42 |
|
|
2024
Q4 | $1.68M | Buy |
5,780
+1,842
| +47% | +$534K | 0.04% | 40 |
|
|
2024
Q3 | $1.12M | Buy |
3,938
+739
| +23% | +$209K | 0.03% | 47 |
|
|
2024
Q2 | $856K | Sell |
3,199
-8
| -0.2% | -$2.14K | 0.02% | 47 |
|
|
2024
Q1 | $834K | Buy |
3,207
+606
| +23% | +$158K | 0.02% | 46 |
|
|
2023
Q4 | $617K | Buy |
2,601
+6
| +0.2% | +$1.42K | 0.02% | 52 |
|
|
2023
Q3 | $551K | Buy |
2,595
+605
| +30% | +$129K | 0.02% | 51 |
|
|
2023
Q2 | $438K | Buy |
1,990
+103
| +5% | +$22.7K | 0.01% | 56 |
|
|
2023
Q1 | $385K | Sell |
1,887
-325
| -15% | -$66.3K | 0.01% | 54 |
|
|
2022
Q4 | $423K | Sell |
2,212
-40
| -2% | -$7.65K | 0.02% | 54 |
|
|
2022
Q3 | $404K | Buy |
2,252
+75
| +3% | +$13.5K | 0.02% | 49 |
|
|
2022
Q2 | $411K | Sell |
2,177
-297
| -12% | -$56.1K | 0.02% | 44 |
|
|
2022
Q1 | $563K | Buy |
2,474
+316
| +15% | +$71.9K | 0.04% | 33 |
|
|
2021
Q4 | $521K | Buy |
2,158
+240
| +13% | +$57.9K | 0.05% | 33 |
|
|
2021
Q3 | $426K | Buy |
1,918
+197
| +11% | +$43.8K | 0.05% | 34 |
|
|
2021
Q2 | $383K | Buy |
1,721
+141
| +9% | +$31.4K | 0.05% | 36 |
|
|
2021
Q1 | $327K | Buy |
1,580
+24
| +2% | +$4.97K | 0.05% | 36 |
|
|
2020
Q4 | $303K | Buy |
1,556
+50
| +3% | +$9.74K | 0.06% | 34 |
|
|
2020
Q3 | $256K | Sell |
1,506
-1,530
| -50% | -$260K | 0.07% | 39 |
|
|
2020
Q2 | $475K | Buy |
3,036
+226
| +8% | +$35.4K | 0.18% | 26 |
|
|
2020
Q1 | $362K | Sell |
2,810
-172
| -6% | -$22.2K | 0.14% | 25 |
|
|
2019
Q4 | $488K | Buy |
2,982
+739
| +33% | +$121K | 0.13% | 28 |
|
|
2019
Q3 | $339K | Buy |
2,243
+52
| +2% | +$7.86K | 0.13% | 30 |
|
|
2019
Q2 | $329K | Buy |
2,191
+395
| +22% | +$59.3K | 0.13% | 27 |
|
|
2019
Q1 | $260K | Buy |
+1,796
| New | +$260K | 0.09% | 35 |
|