Petix & Botte 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 | $7.87M | Sell |
25,897
-266
| -1% | -$80.8K | 1.93% | 19 |
|
|
2025
Q1 | $7.19M | Sell |
26,163
-2,678
| -9% | -$736K | 1.89% | 18 |
|
|
2024
Q4 | $8.36M | Sell |
28,841
-3,256
| -10% | -$944K | 2.2% | 13 |
|
|
2024
Q3 | $9.09M | Buy |
32,097
+1,226
| +4% | +$347K | 2.42% | 12 |
|
|
2024
Q2 | $8.26M | Buy |
30,871
+13,994
| +83% | +$3.74M | 2.34% | 14 |
|
|
2024
Q1 | $4.39M | Sell |
16,877
-17,243
| -51% | -$4.48M | 1.09% | 29 |
|
|
2023
Q4 | $8.09M | Sell |
34,120
-1,285
| -4% | -$305K | 2.38% | 13 |
|
|
2023
Q3 | $7.52M | Sell |
35,405
-58
| -0.2% | -$12.3K | 2.37% | 13 |
|
|
2023
Q2 | $7.81M | Buy |
35,463
+17,373
| +96% | +$3.83M | 2.42% | 13 |
|
|
2023
Q1 | $3.69M | Buy |
+18,090
| New | +$3.69M | 2.49% | 13 |
|
|
2022
Q3 | $3.42M | Sell |
19,054
-71
| -0.4% | -$12.7K | 2.6% | 13 |
|
|
2022
Q2 | $3.61M | Sell |
19,125
-21,758
| -53% | -$4.1M | 2.66% | 11 |
|
|
2022
Q1 | $9.31M | Buy |
40,883
+20,775
| +103% | +$4.73M | 2.87% | 12 |
|
|
2021
Q4 | $4.86M | Sell |
20,108
-23,513
| -54% | -$5.68M | 3.09% | 12 |
|
|
2021
Q3 | $9.68M | Buy |
43,621
+20,877
| +92% | +$4.63M | 3.28% | 12 |
|
|
2021
Q2 | $5.07M | Sell |
22,744
-585
| -3% | -$130K | 3.53% | 10 |
|
|
2021
Q1 | $4.82M | Sell |
23,329
-1,032
| -4% | -$213K | 3.56% | 11 |
|
|
2020
Q4 | $4.74M | Sell |
24,361
-3,758
| -13% | -$732K | 3.55% | 11 |
|
|
2020
Q3 | $4.79M | Sell |
28,119
-31,572
| -53% | -$5.38M | 3.82% | 8 |
|
|
2020
Q2 | $4.76M | Buy |
59,691
+28,536
| +92% | +$2.27M | 3.92% | 7 |
|
|
2020
Q1 | $4.02M | Sell |
31,155
-2,267
| -7% | -$292K | 3.91% | 7 |
|
|
2019
Q4 | $5.47M | Buy |
+33,422
| New | +$5.47M | 4.3% | 6 |
|