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