Philip James Wealth Mangement’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 | $12.9M | Sell |
42,499
-11
| -0% | -$3.34K | 1.65% | 11 |
|
|
2025
Q1 | $11.7M | Buy |
42,510
+519
| +1% | +$143K | 1.42% | 13 |
|
|
2024
Q4 | $12.2M | Buy |
41,991
+295
| +0.7% | +$85.5K | 1.57% | 10 |
|
|
2024
Q3 | $11.8M | Buy |
41,696
+828
| +2% | +$234K | 1.45% | 14 |
|
|
2024
Q2 | $10.9M | Buy |
40,868
+2,868
| +8% | +$767K | 7.28% | 6 |
|
|
2024
Q1 | $9.88M | Buy |
38,000
+1,814
| +5% | +$471K | 7% | 6 |
|
|
2023
Q4 | $8.58M | Buy |
+36,186
| New | +$8.58M | 6.65% | 6 |
|