Rollins Financial 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 | $339K | Sell |
1,117
-279
| -20% | -$84.8K | 0.05% | 100 |
|
|
2025
Q1 | $384K | Sell |
1,396
-207
| -13% | -$56.9K | 0.07% | 89 |
|
|
2024
Q4 | $465K | Buy |
1,603
+1
| +0.1% | +$290 | 0.07% | 86 |
|
|
2024
Q3 | $454K | Hold |
1,602
| – | – | 0.08% | 84 |
|
|
2024
Q2 | $428K | Sell |
1,602
-192
| -11% | -$51.3K | 0.07% | 82 |
|
|
2024
Q1 | $466K | Buy |
1,794
+219
| +14% | +$56.9K | 0.09% | 74 |
|
|
2023
Q4 | $374K | Buy |
+1,575
| New | +$374K | 0.08% | 76 |
|