Provident 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
$122K Hold
400
0.04% 91
2025
Q1
$110K Hold
400
0.04% 91
2024
Q4
$116K Sell
400
-400
-50% -$116K 0.04% 91
2024
Q3
$227K Buy
+800
New +$227K 0.08% 78
2023
Q3
Sell
-280
Closed -$61.6K 92
2023
Q2
$61.6K Buy
280
+1
+0.4% +$220 0.03% 65
2023
Q1
$56.9K Buy
279
+2
+0.7% +$408 0.03% 70
2022
Q4
$53K Buy
277
+1
+0.4% +$192 0.03% 68
2022
Q3
$50K Sell
276
-139
-33% -$25.2K 0.03% 70
2022
Q2
$78K Buy
415
+141
+51% +$26.5K 0.05% 65
2022
Q1
$62K Sell
274
-656
-71% -$148K 0.04% 77
2021
Q4
$225K Buy
+930
New +$225K 0.15% 54