Patrick M. Sweeney & Associates’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
$348K Hold
1,130
0.24% 104
2025
Q1
$311K Hold
1,130
0.23% 107
2024
Q4
$327K Hold
1,130
0.25% 105
2024
Q3
$320K Hold
1,130
0.24% 110
2024
Q2
$302K Hold
1,130
0.24% 103
2024
Q1
$294K Buy
1,130
+35
+3% +$9.1K 0.24% 102
2023
Q4
$260K Buy
+1,095
New +$260K 0.24% 97