Pinnacle Family 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 | $303K | Hold |
1,000
| – | – | 0.15% | 96 |
|
|
2025
Q1 | $275K | Sell |
1,000
-125
| -11% | -$34.3K | 0.15% | 93 |
|
|
2024
Q4 | $326K | Hold |
1,125
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $318K | Sell |
1,125
-11
| -1% | -$3.11K | 0.17% | 97 |
|
|
2024
Q2 | $304K | Buy |
1,136
+11
| +1% | +$2.94K | 0.17% | 90 |
|
|
2024
Q1 | $292K | Hold |
1,125
| – | – | 0.16% | 78 |
|
|
2023
Q4 | $267K | Hold |
1,125
| – | – | 0.16% | 80 |
|
|
2023
Q3 | $239K | Hold |
1,125
| – | – | 0.14% | 78 |
|
|
2023
Q2 | $248K | Sell |
1,125
-779
| -41% | -$172K | 0.13% | 86 |
|
|
2023
Q1 | $389K | Hold |
1,904
| – | – | 0.24% | 73 |
|
|
2022
Q4 | $364K | Hold |
1,904
| – | – | 0.26% | 64 |
|
|
2022
Q3 | $342K | Sell |
1,904
-3,372
| -64% | -$606K | 0.3% | 58 |
|
|
2022
Q2 | $995K | Hold |
5,276
| – | – | 0.81% | 26 |
|
|
2022
Q1 | $1.2M | Sell |
5,276
-142
| -3% | -$32.3K | 0.64% | 24 |
|
|
2021
Q4 | $1.31M | Buy |
+5,418
| New | +$1.31M | 0.59% | 30 |
|