Pinion Investment 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 | $2.94M | Sell |
9,660
-12,436
| -56% | -$3.78M | 1.01% | 20 |
|
|
2025
Q1 | $6.07M | Buy |
22,096
+10,813
| +96% | +$2.97M | 1.34% | 13 |
|
|
2024
Q4 | $3.27M | Sell |
11,283
-154
| -1% | -$44.6K | 1.3% | 14 |
|
|
2024
Q3 | $3.24M | Sell |
11,437
-1,357
| -11% | -$384K | 1.36% | 13 |
|
|
2024
Q2 | $3.42M | Sell |
12,794
-442
| -3% | -$118K | 1.7% | 10 |
|
|
2024
Q1 | $3.44M | Sell |
13,236
-116
| -0.9% | -$30.1K | 1.79% | 9 |
|
|
2023
Q4 | $3.17M | Sell |
13,352
-40
| -0.3% | -$9.49K | 1.91% | 9 |
|
|
2023
Q3 | $2.84M | Sell |
13,392
-90
| -0.7% | -$19.1K | 1.85% | 10 |
|
|
2023
Q2 | $2.97M | Buy |
13,482
+589
| +5% | +$130K | 2.01% | 9 |
|
|
2023
Q1 | $2.63M | Sell |
12,893
-4,551
| -26% | -$929K | 2.47% | 7 |
|
|
2022
Q4 | $3.34M | Buy |
+17,444
| New | +$3.34M | 3.15% | 5 |
|