RTD 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 | $1.92M | Sell |
6,328
-78
| -1% | -$23.7K | 0.25% | 54 |
|
|
2025
Q1 | $1.76M | Sell |
6,406
-337
| -5% | -$92.6K | 0.24% | 52 |
|
|
2024
Q4 | $1.95M | Hold |
6,743
| – | – | 0.25% | 51 |
|
|
2024
Q3 | $1.91M | Sell |
6,743
-255
| -4% | -$72.2K | 0.24% | 50 |
|
|
2024
Q2 | $1.87M | Buy |
6,998
+2,207
| +46% | +$590K | 0.25% | 50 |
|
|
2024
Q1 | $1.25M | Sell |
4,791
-110
| -2% | -$28.6K | 0.17% | 59 |
|
|
2023
Q4 | $1.16M | Sell |
4,901
-197
| -4% | -$46.7K | 0.16% | 60 |
|
|
2023
Q3 | $1.08M | Buy |
5,098
+2,945
| +137% | +$626K | 0.17% | 58 |
|
|
2023
Q2 | $474K | Buy |
2,153
+266
| +14% | +$58.6K | 0.07% | 75 |
|
|
2023
Q1 | $385K | Hold |
1,887
| – | – | 0.06% | 77 |
|
|
2022
Q4 | $361K | Buy |
1,887
+182
| +11% | +$34.8K | 0.06% | 78 |
|
|
2022
Q3 | $306K | Hold |
1,705
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $322K | Hold |
1,705
| – | – | 0.05% | 89 |
|
|
2022
Q1 | $388K | Sell |
1,705
-1,550
| -48% | -$353K | 0.05% | 88 |
|
|
2021
Q4 | $786K | Buy |
+3,255
| New | +$786K | 0.1% | 66 |
|