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 |
|