Rockport Wealth’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 | $293K | Buy |
+963
| New | +$293K | 0.07% | 66 |
|
2025
Q1 | – | Sell |
-960
| Closed | -$277K | – | 71 |
|
2024
Q4 | $277K | Sell |
960
-756
| -44% | -$218K | 0.12% | 57 |
|
2024
Q3 | $486K | Buy |
1,716
+762
| +80% | +$216K | 0.13% | 43 |
|
2024
Q2 | $255K | Buy |
954
+1
| +0.1% | +$268 | 0.11% | 59 |
|
2024
Q1 | $248K | Buy |
+953
| New | +$248K | 0.17% | 56 |
|