Ruedi Wealth Management’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 | $1.57M | Buy |
5,152
+429
| +9% | +$130K | 0.46% | 26 |
|
|
2025
Q1 | $1.3M | Buy |
4,723
+3,652
| +341% | +$1M | 0.41% | 22 |
|
|
2024
Q4 | $310K | Sell |
1,071
-5
| -0.5% | -$1.45K | 0.1% | 42 |
|
|
2024
Q3 | $305K | Buy |
1,076
+2
| +0.2% | +$566 | 0.1% | 44 |
|
|
2024
Q2 | $287K | Sell |
1,074
-2,726
| -72% | -$729K | 0.11% | 45 |
|
|
2024
Q1 | $988K | Buy |
3,800
+2,516
| +196% | +$654K | 0.42% | 22 |
|
|
2023
Q4 | $305K | Sell |
1,284
-1
| -0.1% | -$237 | 0.14% | 43 |
|
|
2023
Q3 | $273K | Buy |
1,285
+156
| +14% | +$33.1K | 0.16% | 40 |
|
|
2023
Q2 | $249K | Sell |
1,129
-13
| -1% | -$2.86K | 0.15% | 40 |
|
|
2023
Q1 | $233K | Buy |
1,142
+355
| +45% | +$72.5K | 0.15% | 39 |
|
|
2022
Q4 | $259K | Buy |
+787
| New | +$259K | 0.18% | 36 |
|