Priebe Wealth Holdings’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 | $3.02M | Sell |
9,951
-787
| -7% | -$239K | 2.62% | 11 |
|
|
2025
Q1 | $2.95M | Sell |
10,738
-2,003
| -16% | -$551K | 1.84% | 11 |
|
|
2024
Q4 | $3.69M | Sell |
12,741
-3,296
| -21% | -$955K | 2.5% | 9 |
|
|
2024
Q3 | $4.54M | Sell |
16,037
-3,205
| -17% | -$908K | 3.31% | 7 |
|
|
2024
Q2 | $5.15M | Sell |
19,242
-294
| -2% | -$78.6K | 4.08% | 6 |
|
|
2024
Q1 | $5.08M | Sell |
19,536
-132
| -0.7% | -$34.3K | 3.96% | 7 |
|
|
2023
Q4 | $4.67M | Buy |
+19,668
| New | +$4.67M | 3.83% | 6 |
|