Prosperity Consulting Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
4,606
-24
| -0.5% | -$7.29K | 0.1% | 181 |
|
2025
Q1 | $1.27M | Sell |
4,630
-339
| -7% | -$93.2K | 0.1% | 194 |
|
2024
Q4 | $1.44M | Buy |
4,969
+2,357
| +90% | +$683K | 0.11% | 182 |
|
2024
Q3 | $740K | Buy |
2,612
+256
| +11% | +$72.5K | 0.06% | 263 |
|
2024
Q2 | $630K | Sell |
2,356
-49
| -2% | -$13.1K | 0.09% | 163 |
|
2024
Q1 | $625K | Buy |
2,405
+524
| +28% | +$136K | 0.08% | 166 |
|
2023
Q4 | $446K | Buy |
1,881
+4
| +0.2% | +$949 | 0.15% | 119 |
|
2023
Q3 | $399K | Buy |
1,877
+7
| +0.4% | +$1.49K | 0.18% | 99 |
|
2023
Q2 | $412K | Sell |
1,870
-2,068
| -53% | -$455K | 0.25% | 71 |
|
2023
Q1 | $804K | Buy |
3,938
+16
| +0.4% | +$3.27K | 0.51% | 47 |
|
2022
Q4 | $750K | Buy |
3,922
+19
| +0.5% | +$3.63K | 0.5% | 51 |
|
2022
Q3 | $700K | Sell |
3,903
-1
| -0% | -$179 | 0.57% | 45 |
|
2022
Q2 | $736K | Sell |
3,904
-22
| -0.6% | -$4.15K | 0.64% | 41 |
|
2022
Q1 | $894K | Sell |
3,926
-115
| -3% | -$26.2K | 0.66% | 38 |
|
2021
Q4 | $930K | Buy |
+4,041
| New | +$930K | 0.7% | 36 |
|