Private Advisory Group’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 | $1.73M | Buy |
+5,705
| New | +$1.73M | 0.16% | 83 |
|
|
2024
Q2 | – | Sell |
-1,184
| Closed | -$308K | – | 211 |
|
|
2024
Q1 | $308K | Buy |
+1,184
| New | +$308K | 0.04% | 157 |
|
|
2022
Q4 | – | Sell |
-12,073
| Closed | -$2.17M | – | 223 |
|
|
2022
Q3 | $2.17M | Buy |
12,073
+10,356
| +603% | +$1.86M | 0.5% | 56 |
|
|
2022
Q2 | $324K | Sell |
1,717
-130
| -7% | -$24.5K | 0.07% | 124 |
|
|
2022
Q1 | $421K | Buy |
1,847
+150
| +9% | +$34.2K | 0.08% | 114 |
|
|
2021
Q4 | $410K | Buy |
+1,697
| New | +$410K | 0.08% | 105 |
|