Resurgent Financial 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 | $923K | Sell |
3,037
-21
| -0.7% | -$6.38K | 0.51% | 55 |
|
|
2025
Q1 | $840K | Buy |
3,058
+31
| +1% | +$8.52K | 0.5% | 54 |
|
|
2024
Q4 | $877K | Sell |
3,027
-25
| -0.8% | -$7.25K | 0.52% | 55 |
|
|
2024
Q3 | $864K | Hold |
3,052
| – | – | 0.51% | 54 |
|
|
2024
Q2 | $816K | Sell |
3,052
-138
| -4% | -$36.9K | 0.51% | 52 |
|
|
2024
Q1 | $829K | Sell |
3,190
-84
| -3% | -$21.8K | 0.44% | 67 |
|
|
2023
Q4 | $777K | Sell |
3,274
-353
| -10% | -$83.7K | 0.48% | 54 |
|
|
2023
Q3 | $770K | Sell |
3,627
-88
| -2% | -$18.7K | 0.52% | 45 |
|
|
2023
Q2 | $818K | Sell |
3,715
-217
| -6% | -$47.8K | 0.54% | 44 |
|
|
2023
Q1 | $803K | Buy |
3,932
+1,273
| +48% | +$260K | 0.53% | 48 |
|
|
2022
Q4 | $508K | Sell |
2,659
-1,551
| -37% | -$297K | 0.27% | 86 |
|
|
2022
Q3 | $756K | Buy |
4,210
+89
| +2% | +$16K | 0.51% | 49 |
|
|
2022
Q2 | $777K | Sell |
4,121
-115
| -3% | -$21.7K | 0.5% | 53 |
|
|
2022
Q1 | $964K | Buy |
4,236
+266
| +7% | +$60.5K | 0.6% | 43 |
|
|
2021
Q4 | $959K | Buy |
+3,970
| New | +$959K | 0.76% | 36 |
|