Palo Alto Wealth Advisors’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 | $426K | Sell |
1,398
-257
| -16% | -$78.3K | 0.16% | 36 |
|
|
2025
Q1 | $479K | Buy |
1,655
+260
| +19% | +$75.2K | 0.19% | 31 |
|
|
2024
Q4 | $404K | Buy |
1,395
+424
| +44% | +$123K | 0.14% | 38 |
|
|
2024
Q3 | $280K | Buy |
971
+149
| +18% | +$42.9K | 0.12% | 42 |
|
|
2024
Q2 | $221K | Hold |
822
| – | – | 0.15% | 42 |
|
|
2024
Q1 | $214K | Buy |
+822
| New | +$214K | 0.15% | 42 |
|