Root Financial Partners’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 | $20.9M | Sell |
68,643
-9,715
| -12% | -$2.95M | 2.02% | 14 |
|
|
2025
Q1 | $21.5M | Buy |
78,358
+5,866
| +8% | +$1.61M | 2.3% | 13 |
|
|
2024
Q4 | $21M | Buy |
72,492
+18,366
| +34% | +$5.32M | 2.6% | 11 |
|
|
2024
Q3 | $15.3M | Buy |
54,126
+12,661
| +31% | +$3.59M | 2.45% | 11 |
|
|
2024
Q2 | $11.1M | Buy |
41,465
+10,756
| +35% | +$2.88M | 2.6% | 12 |
|
|
2024
Q1 | $7.98M | Buy |
30,709
+4,701
| +18% | +$1.22M | 2.37% | 11 |
|
|
2023
Q4 | $6.17M | Buy |
26,008
+7,025
| +37% | +$1.67M | 2.32% | 11 |
|
|
2023
Q3 | $4.03M | Buy |
18,983
+4,582
| +32% | +$973K | 2.14% | 12 |
|
|
2023
Q2 | $3.17M | Buy |
14,401
+1,229
| +9% | +$271K | 1.89% | 12 |
|
|
2023
Q1 | $2.69M | Buy |
+13,172
| New | +$2.69M | 1.92% | 11 |
|