Prosperity Wealth Management’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 | $752K | Buy |
2,473
+176
| +8% | +$53.5K | 0.28% | 80 |
|
|
2025
Q1 | $631K | Buy |
2,297
+56
| +2% | +$15.4K | 0.3% | 74 |
|
|
2024
Q4 | $649K | Buy |
2,241
+450
| +25% | +$130K | 0.27% | 69 |
|
|
2024
Q3 | $507K | Buy |
1,791
+7
| +0.4% | +$1.98K | 0.2% | 81 |
|
|
2024
Q2 | $477K | Hold |
1,784
| – | – | 0.23% | 86 |
|
|
2024
Q1 | $464K | Buy |
1,784
+1
| +0.1% | +$260 | 0.22% | 82 |
|
|
2023
Q4 | $423K | Hold |
1,783
| – | – | 0.28% | 63 |
|
|
2023
Q3 | $379K | Hold |
1,783
| – | – | 0.24% | 74 |
|
|
2023
Q2 | $393K | Sell |
1,783
-133
| -7% | -$29.3K | 0.25% | 56 |
|
|
2023
Q1 | $391K | Hold |
1,916
| – | – | 0.31% | 58 |
|
|
2022
Q4 | $366K | Buy |
+1,916
| New | +$366K | 0.35% | 63 |
|