&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 | $27M | Buy |
88,710
+16,368
| +23% | +$4.98M | 0.21% | 107 |
|
2025
Q1 | $19.8M | Buy |
72,342
+13,387
| +23% | +$3.66M | 0.21% | 104 |
|
2024
Q4 | $17.3M | Buy |
58,955
+12,103
| +26% | +$3.55M | 0.21% | 106 |
|
2024
Q3 | $13.3M | Buy |
46,852
+18,535
| +65% | +$5.26M | 0.26% | 90 |
|
2024
Q2 | $7.58M | Buy |
28,317
+25,234
| +818% | +$6.75M | 0.33% | 74 |
|
2024
Q1 | $801K | Buy |
3,083
+1,506
| +95% | +$391K | 0.11% | 187 |
|
2023
Q4 | $373K | Buy |
1,577
+215
| +16% | +$50.8K | 0.09% | 182 |
|
2023
Q3 | $284K | Buy |
1,362
+26
| +2% | +$5.42K | 0.13% | 129 |
|
2023
Q2 | $294K | Hold |
1,336
| – | – | 0.13% | 130 |
|
2023
Q1 | $273K | Hold |
1,336
| – | – | 0.13% | 134 |
|
2022
Q4 | $255K | Hold |
1,336
| – | – | 0.13% | 140 |
|
2022
Q3 | $240K | Buy |
+1,336
| New | +$240K | 0.14% | 144 |
|
2022
Q2 | – | Sell |
-940
| Closed | -$214K | – | 215 |
|
2022
Q1 | $214K | Buy |
+940
| New | +$214K | 0.12% | 177 |
|