Roth 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 | $364K | Buy |
1,196
+70
| +6% | +$21.3K | 0.13% | 25 |
|
|
2025
Q1 | $309K | Buy |
1,126
+227
| +25% | +$62.4K | 0.12% | 26 |
|
|
2024
Q4 | $261K | Buy |
899
+21
| +2% | +$6.09K | 0.1% | 28 |
|
|
2024
Q3 | $249K | Buy |
878
+78
| +10% | +$22.1K | 0.1% | 29 |
|
|
2024
Q2 | $214K | Buy |
800
+15
| +2% | +$4.01K | 0.09% | 32 |
|
|
2024
Q1 | $204K | Buy |
+785
| New | +$204K | 0.09% | 30 |
|