Petra Financial Advisors’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 | $744K | Buy |
2,449
+51
| +2% | +$15.5K | 0.47% | 56 |
|
|
2025
Q1 | $659K | Buy |
2,398
+123
| +5% | +$33.8K | 0.54% | 42 |
|
|
2024
Q4 | $659K | Buy |
2,275
+1
| +0% | +$290 | 0.45% | 59 |
|
|
2024
Q3 | $644K | Hold |
2,274
| – | – | 0.42% | 64 |
|
|
2024
Q2 | $608K | Hold |
2,274
| – | – | 0.44% | 68 |
|
|
2024
Q1 | $591K | Hold |
2,274
| – | – | 0.43% | 68 |
|
|
2023
Q4 | $539K | Hold |
2,274
| – | – | 0.45% | 66 |
|
|
2023
Q3 | $483K | Hold |
2,274
| – | – | 0.4% | 70 |
|
|
2023
Q2 | $501K | Sell |
2,274
-5,974
| -72% | -$1.32M | 0.45% | 67 |
|
|
2023
Q1 | $1.14M | Buy |
8,248
+5,953
| +259% | +$826K | 1.13% | 23 |
|
|
2022
Q4 | $439K | Buy |
+2,295
| New | +$439K | 0.48% | 55 |
|