River Wealth 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 | $912K | Buy |
2,999
+124
| +4% | +$37.7K | 0.11% | 120 |
|
|
2025
Q1 | $790K | Sell |
2,875
-75
| -3% | -$20.6K | 0.11% | 119 |
|
|
2024
Q4 | $855K | Buy |
2,950
+411
| +16% | +$119K | 0.11% | 119 |
|
|
2024
Q3 | $719K | Buy |
2,539
+43
| +2% | +$12.2K | 0.1% | 129 |
|
|
2024
Q2 | $668K | Buy |
2,496
+103
| +4% | +$27.5K | 0.1% | 123 |
|
|
2024
Q1 | $622K | Buy |
2,393
+116
| +5% | +$30.1K | 0.09% | 127 |
|
|
2023
Q4 | $540K | Buy |
2,277
+150
| +7% | +$35.6K | 0.09% | 138 |
|
|
2023
Q3 | $452K | Buy |
2,127
+319
| +18% | +$67.7K | 0.08% | 145 |
|
|
2023
Q2 | $398K | Sell |
1,808
-239
| -12% | -$52.7K | 0.07% | 163 |
|
|
2023
Q1 | $418K | Sell |
2,047
-273
| -12% | -$55.7K | 0.08% | 156 |
|
|
2022
Q4 | $444K | Buy |
2,320
+566
| +32% | +$108K | 0.09% | 156 |
|
|
2022
Q3 | $315K | Buy |
+1,754
| New | +$315K | 0.07% | 168 |
|
|
2019
Q1 | – | Sell |
-540
| Closed | -$69K | – | 500 |
|
|
2018
Q4 | $69K | Hold |
540
| – | – | 0.03% | 215 |
|
|
2018
Q3 | $81K | Hold |
540
| – | – | 0.03% | 225 |
|
|
2018
Q2 | $76K | Buy |
+540
| New | +$76K | 0.03% | 229 |
|