Realta Investment Advisors’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 | $1.75M | Sell |
5,752
-70
| -1% | -$21.3K | 0.69% | 38 |
|
2025
Q1 | $1.6M | Sell |
5,822
-1,431
| -20% | -$393K | 0.73% | 37 |
|
2024
Q4 | $2.13M | Buy |
7,253
+845
| +13% | +$248K | 0.87% | 26 |
|
2024
Q3 | $1.85M | Sell |
6,408
-7,841
| -55% | -$2.26M | 0.85% | 28 |
|
2024
Q2 | $3.81M | Buy |
14,249
+3
| +0% | +$803 | 0.75% | 22 |
|
2024
Q1 | $3.7M | Sell |
14,246
-155
| -1% | -$40.3K | 0.76% | 19 |
|
2023
Q4 | $3.42M | Buy |
14,401
+1,400
| +11% | +$332K | 0.77% | 17 |
|
2023
Q3 | $2.86M | Sell |
13,001
-74
| -0.6% | -$16.3K | 0.66% | 19 |
|
2023
Q2 | $2.88M | Sell |
13,075
-727
| -5% | -$160K | 0.63% | 21 |
|
2023
Q1 | $2.82M | Sell |
13,802
-816
| -6% | -$167K | 0.68% | 21 |
|
2022
Q4 | $2.79M | Buy |
14,618
+2,224
| +18% | +$425K | 0.68% | 23 |
|
2022
Q3 | $2.22M | Sell |
12,394
-76
| -0.6% | -$13.6K | 0.58% | 28 |
|
2022
Q2 | $2.38M | Buy |
12,470
+110
| +0.9% | +$21K | 0.58% | 29 |
|
2022
Q1 | $2.81M | Sell |
12,360
-1,489
| -11% | -$339K | 0.56% | 27 |
|
2021
Q4 | $3.34M | Buy |
13,849
+1,027
| +8% | +$248K | 0.74% | 24 |
|
2021
Q3 | $2.85M | Buy |
12,822
+72
| +0.6% | +$16K | 0.67% | 26 |
|
2021
Q2 | $2.84M | Buy |
12,750
+155
| +1% | +$34.5K | 0.67% | 26 |
|
2021
Q1 | $2.6M | Buy |
12,595
+155
| +1% | +$32K | 0.68% | 27 |
|
2020
Q4 | $2.42M | Buy |
12,440
+906
| +8% | +$176K | 0.69% | 24 |
|
2020
Q3 | $1.96M | Buy |
11,534
+47
| +0.4% | +$8K | 0.66% | 29 |
|
2020
Q2 | $1.8M | Buy |
11,487
+1,023
| +10% | +$160K | 0.59% | 30 |
|
2020
Q1 | $1.35M | Sell |
10,464
-826
| -7% | -$106K | 0.58% | 33 |
|
2019
Q4 | $1.81M | Buy |
11,290
+45
| +0.4% | +$7.2K | 0.49% | 31 |
|
2019
Q3 | $1.7M | Sell |
11,245
-108
| -1% | -$16.3K | 0.46% | 32 |
|
2019
Q2 | $1.71M | Buy |
11,353
+2,855
| +34% | +$429K | 0.47% | 35 |
|
2019
Q1 | $1.23M | Buy |
+8,498
| New | +$1.23M | 0.56% | 25 |
|