Ruggaard & Associates’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 | $853K | Buy |
2,805
+227
| +9% | +$69K | 0.34% | 38 |
|
|
2025
Q1 | $709K | Buy |
2,578
+97
| +4% | +$26.7K | 0.31% | 44 |
|
|
2024
Q4 | $719K | Sell |
2,481
-3
| -0.1% | -$869 | 0.32% | 40 |
|
|
2024
Q3 | $703K | Buy |
2,484
+29
| +1% | +$8.21K | 0.31% | 41 |
|
|
2024
Q2 | $657K | Buy |
2,455
+501
| +26% | +$134K | 0.3% | 45 |
|
|
2024
Q1 | $508K | Buy |
1,954
+216
| +12% | +$56.1K | 0.24% | 57 |
|
|
2023
Q4 | $412K | Sell |
1,738
-66
| -4% | -$15.7K | 0.22% | 65 |
|
|
2023
Q3 | $383K | Sell |
1,804
-313
| -15% | -$66.5K | 0.23% | 67 |
|
|
2023
Q2 | $466K | Sell |
2,117
-939
| -31% | -$207K | 0.27% | 59 |
|
|
2023
Q1 | $624K | Buy |
+3,056
| New | +$624K | 0.39% | 31 |
|