Revisor Wealth Management’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 | $1.25M | Buy |
4,042
+1,414
| +54% | +$436K | 0.45% | 43 |
|
|
2025
Q1 | $722K | Buy |
2,628
+850
| +48% | +$234K | 0.32% | 63 |
|
|
2024
Q4 | $520K | Buy |
1,778
+487
| +38% | +$142K | 0.48% | 44 |
|
|
2024
Q3 | $366K | Hold |
1,291
| – | – | 0.23% | 106 |
|
|
2024
Q2 | $345K | Buy |
1,291
+179
| +16% | +$47.9K | 0.24% | 95 |
|
|
2024
Q1 | $283K | Buy |
+1,112
| New | +$283K | 0.13% | 157 |
|
|
2023
Q3 | – | Sell |
-5,104
| Closed | -$1.12M | – | 176 |
|
|
2023
Q2 | $1.12M | Sell |
5,104
-10,102
| -66% | -$2.23M | 1.01% | 23 |
|
|
2023
Q1 | $3.1M | Buy |
+15,206
| New | +$3.1M | 2.84% | 7 |
|