Rockwood 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 | $5.21M | Buy |
17,127
+1,040
| +6% | +$316K | 0.46% | 17 |
|
|
2025
Q1 | $4.42M | Sell |
16,087
-2,172
| -12% | -$597K | 0.45% | 17 |
|
|
2024
Q4 | $5.31M | Buy |
18,259
+817
| +5% | +$238K | 0.57% | 14 |
|
|
2024
Q3 | $4.94M | Buy |
17,442
+560
| +3% | +$159K | 0.54% | 17 |
|
|
2024
Q2 | $4.52M | Buy |
16,882
+3,380
| +25% | +$904K | 0.55% | 17 |
|
|
2024
Q1 | $3.51M | Buy |
13,502
+475
| +4% | +$123K | 0.45% | 17 |
|
|
2023
Q4 | $3.09M | Sell |
13,027
-104
| -0.8% | -$24.7K | 0.45% | 17 |
|
|
2023
Q3 | $2.79M | Sell |
13,131
-1,008
| -7% | -$214K | 0.47% | 16 |
|
|
2023
Q2 | $3.11M | Buy |
14,139
+2,322
| +20% | +$511K | 0.53% | 16 |
|
|
2023
Q1 | $2.41M | Sell |
11,817
-169
| -1% | -$34.5K | 0.48% | 17 |
|
|
2022
Q4 | $2.29M | Buy |
11,986
+291
| +2% | +$55.6K | 0.54% | 17 |
|
|
2022
Q3 | $2.1M | Buy |
11,695
+1,282
| +12% | +$230K | 0.67% | 17 |
|
|
2022
Q2 | $1.96M | Buy |
10,413
+1,798
| +21% | +$339K | 0.92% | 10 |
|
|
2022
Q1 | $1.96M | Sell |
8,615
-164
| -2% | -$37.3K | 0.94% | 9 |
|
|
2021
Q4 | $2.12M | Buy |
+8,779
| New | +$2.12M | 0.94% | 8 |
|