Palumbo 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 | $693K | Sell |
2,280
-35
| -2% | -$10.6K | 0.21% | 78 |
|
|
2025
Q1 | $636K | Buy |
2,315
+43
| +2% | +$11.8K | 0.21% | 75 |
|
|
2024
Q4 | $659K | Buy |
2,272
+7
| +0.3% | +$2.03K | 0.25% | 71 |
|
|
2024
Q3 | $641K | Buy |
2,265
+14
| +0.6% | +$3.97K | 0.25% | 73 |
|
|
2024
Q2 | $602K | Sell |
2,251
-61
| -3% | -$16.3K | 0.25% | 70 |
|
|
2024
Q1 | $601K | Buy |
2,312
+80
| +4% | +$20.8K | 0.27% | 69 |
|
|
2023
Q4 | $529K | Buy |
2,232
+39
| +2% | +$9.25K | 0.27% | 71 |
|
|
2023
Q3 | $466K | Buy |
2,193
+9
| +0.4% | +$1.91K | 0.26% | 69 |
|
|
2023
Q2 | $481K | Buy |
2,184
+8
| +0.4% | +$1.76K | 0.29% | 61 |
|
|
2023
Q1 | $444K | Sell |
2,176
-4
| -0.2% | -$816 | 0.3% | 61 |
|
|
2022
Q4 | $417K | Buy |
2,180
+10
| +0.5% | +$1.91K | 0.33% | 58 |
|
|
2022
Q3 | $389K | Buy |
2,170
+9
| +0.4% | +$1.61K | 0.33% | 58 |
|
|
2022
Q2 | $408K | Buy |
2,161
+766
| +55% | +$145K | 0.32% | 59 |
|
|
2022
Q1 | $318K | Buy |
1,395
+4
| +0.3% | +$912 | 0.2% | 72 |
|
|
2021
Q4 | $336K | Buy |
1,391
+5
| +0.4% | +$1.21K | 0.21% | 74 |
|
|
2021
Q3 | $308K | Buy |
1,386
+4
| +0.3% | +$889 | 0.2% | 78 |
|
|
2021
Q2 | $308K | Sell |
1,382
-36
| -3% | -$8.02K | 0.21% | 80 |
|
|
2021
Q1 | $293K | Buy |
1,418
+4
| +0.3% | +$827 | 0.22% | 81 |
|
|
2020
Q4 | $275K | Buy |
+1,414
| New | +$275K | 0.22% | 76 |
|