Paladin Advisory Group’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 | $2.97M | Buy |
9,769
+3
| +0% | +$912 | 2.27% | 15 |
|
|
2025
Q1 | $2.68M | Buy |
9,766
+2,434
| +33% | +$669K | 2.15% | 17 |
|
|
2024
Q4 | $2.12M | Buy |
7,332
+1,027
| +16% | +$298K | 1.63% | 21 |
|
|
2024
Q3 | $1.79M | Buy |
6,305
+326
| +5% | +$92.3K | 1.32% | 22 |
|
|
2024
Q2 | $1.6M | Sell |
5,979
-3
| -0.1% | -$804 | 1.25% | 27 |
|
|
2024
Q1 | $1.55M | Sell |
5,982
-56
| -0.9% | -$14.5K | 1.23% | 28 |
|
|
2023
Q4 | $1.43M | Buy |
6,038
+50
| +0.8% | +$11.9K | 1.18% | 28 |
|
|
2023
Q3 | $1.27M | Sell |
5,988
-90
| -1% | -$19.1K | 1.07% | 32 |
|
|
2023
Q2 | $1.34M | Buy |
6,078
+60
| +1% | +$13.2K | 1.07% | 32 |
|
|
2023
Q1 | $1.23M | Buy |
+6,018
| New | +$1.23M | 1.02% | 32 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 250 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 255 |
|
|
2022
Q2 | – | Sell |
-6,887
| Closed | -$1.57M | – | 256 |
|
|
2022
Q1 | $1.57M | Buy |
+6,887
| New | +$1.57M | 1.28% | 25 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 248 |
|