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