Prosperity Financial 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 | $415K | Buy |
1,367
+13
| +1% | +$3.95K | 0.18% | 112 |
|
|
2025
Q1 | $372K | Buy |
1,354
+10
| +0.7% | +$2.75K | 0.19% | 110 |
|
|
2024
Q4 | $389K | Sell |
1,344
-45
| -3% | -$13K | 0.19% | 105 |
|
|
2024
Q3 | $393K | Hold |
1,389
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $371K | Hold |
1,389
| – | – | 0.23% | 92 |
|
|
2024
Q1 | $361K | Buy |
1,389
+10
| +0.7% | +$2.6K | 0.22% | 95 |
|
|
2023
Q4 | $327K | Hold |
1,379
| – | – | 0.23% | 89 |
|
|
2023
Q3 | $293K | Sell |
1,379
-131
| -9% | -$27.8K | 0.24% | 82 |
|
|
2023
Q2 | $333K | Buy |
+1,510
| New | +$333K | 0.29% | 77 |
|