Private Client Services’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 | $437K | Buy |
1,438
+135
| +10% | +$41K | 0.17% | 120 |
|
|
2025
Q1 | $358K | Buy |
1,303
+120
| +10% | +$33K | 0.18% | 115 |
|
|
2024
Q4 | $343K | Buy |
1,183
+15
| +1% | +$4.35K | 0.18% | 108 |
|
|
2024
Q3 | $331K | Sell |
1,168
-100
| -8% | -$28.3K | 0.18% | 109 |
|
|
2024
Q2 | $339K | Buy |
1,268
+112
| +10% | +$30K | 0.21% | 89 |
|
|
2024
Q1 | $301K | Buy |
1,156
+23
| +2% | +$5.98K | 0.2% | 98 |
|
|
2023
Q4 | $269K | Buy |
+1,133
| New | +$269K | 0.22% | 113 |
|