Prosperity Capital 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 | $10.9M | Buy |
35,788
+13,994
| +64% | +$4.25M | 1.02% | 20 |
|
|
2025
Q1 | $6.01M | Sell |
21,794
-983
| -4% | -$271K | 0.47% | 42 |
|
|
2024
Q4 | $6.6M | Buy |
22,777
+874
| +4% | +$253K | 0.54% | 37 |
|
|
2024
Q3 | $6.2M | Buy |
21,903
+5,820
| +36% | +$1.65M | 0.53% | 35 |
|
|
2024
Q2 | $4.3M | Sell |
16,083
-4,683
| -23% | -$1.25M | 0.48% | 37 |
|
|
2024
Q1 | $5.4M | Buy |
20,766
+12,897
| +164% | +$3.35M | 0.64% | 27 |
|
|
2023
Q4 | $1.87M | Buy |
7,869
+1,866
| +31% | +$443K | 0.2% | 62 |
|
|
2023
Q3 | $1.28M | Buy |
6,003
+487
| +9% | +$103K | 0.17% | 79 |
|
|
2023
Q2 | $1.21M | Sell |
5,516
-1,573
| -22% | -$346K | 0.17% | 78 |
|
|
2023
Q1 | $1.45M | Sell |
7,089
-778
| -10% | -$159K | 0.22% | 62 |
|
|
2022
Q4 | $1.5M | Buy |
+7,867
| New | +$1.5M | 0.46% | 46 |
|