Pursue Wealth Partners’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 | $1.43M | Hold |
4,703
| – | – | 0.81% | 38 |
|
2025
Q1 | $1.29M | Buy |
4,703
+385
| +9% | +$106K | 0.79% | 39 |
|
2024
Q4 | $1.25M | Buy |
4,318
+33
| +0.8% | +$9.56K | 0.72% | 41 |
|
2024
Q3 | $1.21M | Sell |
4,285
-502
| -10% | -$142K | 0.66% | 42 |
|
2024
Q2 | $1.28M | Buy |
4,787
+412
| +9% | +$110K | 0.7% | 34 |
|
2024
Q1 | $1.14M | Buy |
4,375
+518
| +13% | +$135K | 0.67% | 36 |
|
2023
Q4 | $915K | Hold |
3,857
| – | – | 0.59% | 45 |
|
2023
Q3 | $819K | Hold |
3,857
| – | – | 0.58% | 43 |
|
2023
Q2 | $850K | Hold |
3,857
| – | – | 0.53% | 48 |
|
2023
Q1 | $787K | Hold |
3,857
| – | – | 0.54% | 49 |
|
2022
Q4 | $737K | Sell |
3,857
-125
| -3% | -$23.9K | 0.57% | 51 |
|
2022
Q3 | $715K | Hold |
3,982
| – | – | 0.51% | 51 |
|
2022
Q2 | $751K | Hold |
3,982
| – | – | 0.48% | 53 |
|
2022
Q1 | $898K | Hold |
3,982
| – | – | 0.37% | 60 |
|
2021
Q4 | $961K | Buy |
+3,982
| New | +$961K | 0.37% | 60 |
|