Richardson Financial Services’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 | $656K | Buy |
2,158
+240
| +13% | +$72.9K | 0.44% | 60 |
|
|
2025
Q1 | $527K | Sell |
1,918
-446
| -19% | -$123K | 0.4% | 73 |
|
|
2024
Q4 | $685K | Sell |
2,364
-2,420
| -51% | -$701K | 0.48% | 54 |
|
|
2024
Q3 | $1.32M | Buy |
4,784
+2,381
| +99% | +$655K | 0.84% | 24 |
|
|
2024
Q2 | $643K | Sell |
2,403
-45
| -2% | -$12K | 0.46% | 55 |
|
|
2024
Q1 | $630K | Buy |
+2,448
| New | +$630K | 0.44% | 64 |
|