Roger Wittlin Investment Advisory’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 | $35.5M | Sell |
116,863
-686
| -0.6% | -$208K | 19.8% | 1 |
|
|
2025
Q1 | $32.3M | Sell |
117,549
-4,452
| -4% | -$1.22M | 18.91% | 1 |
|
|
2024
Q4 | $35.4M | Buy |
122,001
+8,004
| +7% | +$2.32M | 19.8% | 1 |
|
|
2024
Q3 | $32.3M | Buy |
113,997
+8,591
| +8% | +$2.43M | 18.57% | 1 |
|
|
2024
Q2 | $28.2M | Buy |
105,406
+1,187
| +1% | +$318K | 18.1% | 1 |
|
|
2024
Q1 | $27.1M | Buy |
104,219
+1,864
| +2% | +$484K | 18.99% | 1 |
|
|
2023
Q4 | $24.3M | Buy |
102,355
+3,651
| +4% | +$866K | 17.94% | 1 |
|
|
2023
Q3 | $21M | Buy |
98,704
+5,054
| +5% | +$1.07M | 17.8% | 1 |
|
|
2023
Q2 | $20.6M | Buy |
93,650
+34,105
| +57% | +$7.51M | 16.73% | 1 |
|
|
2023
Q1 | $12.2M | Buy |
59,545
+26,237
| +79% | +$5.35M | 10.86% | 1 |
|
|
2022
Q4 | $6.37M | Buy |
+33,308
| New | +$6.37M | 6.36% | 6 |
|
|
2022
Q3 | – | Sell |
-43,155
| Closed | -$8.14M | – | 32 |
|
|
2022
Q2 | $8.14M | Sell |
43,155
-74,847
| -63% | -$14.1M | 8.03% | 3 |
|
|
2022
Q1 | $26.9M | Sell |
118,002
-7,837
| -6% | -$1.78M | 24.74% | 1 |
|
|
2021
Q4 | $30.4M | Buy |
+125,839
| New | +$30.4M | 23.87% | 1 |
|