Penney Financial’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 | $35M | Sell |
115,101
-3,587
| -3% | -$1.09M | 17.78% | 2 |
|
|
2025
Q1 | $32.6M | Buy |
118,688
+4,129
| +4% | +$1.13M | 21.42% | 2 |
|
|
2024
Q4 | $33.2M | Sell |
114,559
-241
| -0.2% | -$69.8K | 22.26% | 2 |
|
|
2024
Q3 | $32.5M | Buy |
114,800
+4,629
| +4% | +$1.31M | 22.17% | 2 |
|
|
2024
Q2 | $29.5M | Buy |
110,171
+3,062
| +3% | +$819K | 21.55% | 2 |
|
|
2024
Q1 | $27.8M | Buy |
107,109
+5,253
| +5% | +$1.37M | 20.56% | 2 |
|
|
2023
Q4 | $24.2M | Buy |
+101,856
| New | +$24.2M | 19.98% | 2 |
|