Redmont Wealth 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
Q1 | $11.3K | Buy |
+41
| New | +$11.3K | 0.02% | 104 |
|
2024
Q4 | – | Sell |
-41
| Closed | -$11.6K | – | 307 |
|
2024
Q3 | $11.6K | Hold |
41
| – | – | 0.02% | 171 |
|
2024
Q2 | $11K | Buy |
+41
| New | +$11K | 0.02% | 176 |
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$228K | – | 124 |
|
2022
Q1 | $228K | Hold |
1,000
| – | – | 0.24% | 96 |
|
2021
Q4 | $241K | Buy |
+1,000
| New | +$241K | 0.26% | 88 |
|