Private Wealth Management 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 | $1.46M | Buy |
4,788
+3
| +0.1% | +$912 | 0.48% | 29 |
|
|
2025
Q1 | $1.32M | Buy |
4,785
+49
| +1% | +$13.5K | 0.49% | 29 |
|
|
2024
Q4 | $1.37M | Buy |
4,736
+3
| +0.1% | +$869 | 0.53% | 28 |
|
|
2024
Q3 | $1.34M | Buy |
4,733
+2
| +0% | +$566 | 0.53% | 28 |
|
|
2024
Q2 | $1.27M | Buy |
4,731
+161
| +4% | +$43.1K | 0.55% | 27 |
|
|
2024
Q1 | $1.19M | Sell |
4,570
-115
| -2% | -$29.9K | 0.54% | 27 |
|
|
2023
Q4 | $1.11M | Buy |
+4,685
| New | +$1.11M | 0.55% | 27 |
|