Paulson 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 | $1.62M | Sell |
5,338
-873
| -14% | -$265K | 0.42% | 28 |
|
|
2025
Q1 | $1.71M | Sell |
6,211
-249
| -4% | -$68.4K | 0.48% | 26 |
|
|
2024
Q4 | $1.87M | Sell |
6,460
-571
| -8% | -$165K | 0.51% | 27 |
|
|
2024
Q3 | $1.99M | Sell |
7,031
-325
| -4% | -$92K | 0.53% | 29 |
|
|
2024
Q2 | $1.97M | Sell |
7,356
-327
| -4% | -$87.5K | 0.57% | 27 |
|
|
2024
Q1 | $2M | Sell |
7,683
-1,493
| -16% | -$388K | 0.59% | 30 |
|
|
2023
Q4 | $2.18M | Buy |
9,176
+2,429
| +36% | +$576K | 0.7% | 27 |
|
|
2023
Q3 | $1.43M | Sell |
6,747
-50
| -0.7% | -$10.6K | 0.5% | 34 |
|
|
2023
Q2 | $1.5M | Buy |
+6,797
| New | +$1.5M | 0.51% | 34 |
|
|
2018
Q4 | – | Sell |
-1,836
| Closed | -$256K | – | 136 |
|
|
2018
Q3 | $256K | Hold |
1,836
| – | – | 0.23% | 102 |
|
|
2018
Q2 | $258K | Sell |
1,836
-148
| -7% | -$20.8K | 0.25% | 88 |
|
|
2018
Q1 | $269K | Sell |
1,984
-173
| -8% | -$23.5K | 0.27% | 89 |
|
|
2017
Q4 | $296K | Buy |
+2,157
| New | +$296K | 0.26% | 76 |
|