Rise 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 | $203K | Hold |
666
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $183K | Sell |
666
-5
| -0.7% | -$1.38K | 0.08% | 92 |
|
|
2024
Q4 | $194K | Buy |
671
+4
| +0.6% | +$1.16K | 0.09% | 89 |
|
|
2024
Q3 | $189K | Buy |
667
+27
| +4% | +$7.64K | 0.09% | 97 |
|
|
2024
Q2 | $171K | Sell |
640
-6
| -0.9% | -$1.6K | 0.09% | 104 |
|
|
2024
Q1 | $168K | Buy |
646
+3
| +0.5% | +$779 | 0.09% | 102 |
|
|
2023
Q4 | $153K | Buy |
643
+2
| +0.3% | +$475 | 0.11% | 79 |
|
|
2023
Q3 | $136K | Buy |
641
+3
| +0.5% | +$637 | 0.11% | 77 |
|
|
2023
Q2 | $141K | Buy |
638
+2
| +0.3% | +$441 | 0.11% | 84 |
|
|
2023
Q1 | $130K | Sell |
636
-35
| -5% | -$7.14K | 0.1% | 87 |
|
|
2022
Q4 | $128K | Sell |
671
-17
| -2% | -$3.25K | 0.1% | 83 |
|
|
2022
Q3 | $123K | Buy |
688
+3
| +0.4% | +$536 | 0.1% | 83 |
|
|
2022
Q2 | $129K | Buy |
685
+3
| +0.4% | +$565 | 0.13% | 77 |
|
|
2022
Q1 | $155K | Buy |
682
+4
| +0.6% | +$909 | 0.14% | 76 |
|
|
2021
Q4 | $164K | Buy |
+678
| New | +$164K | 0.16% | 73 |
|