Resonant Capital 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 | $5.13M | Sell |
16,843
-363
| -2% | -$111K | 0.33% | 60 |
|
|
2025
Q1 | $4.73M | Sell |
17,206
-488
| -3% | -$134K | 0.33% | 60 |
|
|
2024
Q4 | $5.13M | Buy |
17,694
+10
| +0.1% | +$2.9K | 0.37% | 54 |
|
|
2024
Q3 | $5.02M | Buy |
17,684
+392
| +2% | +$111K | 0.37% | 53 |
|
|
2024
Q2 | $4.64M | Buy |
17,292
+768
| +5% | +$206K | 0.38% | 59 |
|
|
2024
Q1 | $4.29M | Buy |
16,524
+20
| +0.1% | +$5.2K | 0.37% | 56 |
|
|
2023
Q4 | $3.92M | Hold |
16,504
| – | – | 0.38% | 57 |
|
|
2023
Q3 | $3.51M | Hold |
16,504
| – | – | 0.37% | 59 |
|
|
2023
Q2 | $3.64M | Hold |
16,504
| – | – | 0.4% | 59 |
|
|
2023
Q1 | $3.37M | Sell |
16,504
-243
| -1% | -$49.6K | 0.38% | 62 |
|
|
2022
Q4 | $3.2M | Hold |
16,747
| – | – | 0.4% | 65 |
|
|
2022
Q3 | $3.01M | Buy |
16,747
+913
| +6% | +$164K | 0.46% | 61 |
|
|
2022
Q2 | $2.99M | Hold |
15,834
| – | – | 0.47% | 61 |
|
|
2022
Q1 | $3.62M | Buy |
15,834
+3,413
| +27% | +$780K | 0.54% | 44 |
|
|
2021
Q4 | $3M | Buy |
12,421
+464
| +4% | +$112K | 0.45% | 53 |
|
|
2021
Q3 | $2.66M | Hold |
11,957
| – | – | 0.46% | 48 |
|
|
2021
Q2 | $2.66M | Hold |
11,957
| – | – | 0.52% | 40 |
|
|
2021
Q1 | $2.47M | Sell |
11,957
-4,201
| -26% | -$868K | 0.51% | 39 |
|
|
2020
Q4 | $3.15M | Sell |
16,158
-538
| -3% | -$105K | 0.74% | 23 |
|
|
2020
Q3 | $2.84M | Sell |
16,696
-100
| -0.6% | -$17K | 0.81% | 23 |
|
|
2020
Q2 | $2.63M | Sell |
16,796
-254
| -1% | -$39.8K | 0.76% | 25 |
|
|
2020
Q1 | $2.2M | Sell |
17,050
-247
| -1% | -$31.8K | 0.8% | 30 |
|
|
2019
Q4 | $2.83M | Buy |
+17,297
| New | +$2.83M | 0.89% | 23 |
|