Sage Financial Group’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 | $5.53M | Sell |
18,207
-177
| -1% | -$53.8K | 0.41% | 26 |
|
|
2025
Q1 | $5.05M | Sell |
18,384
-641
| -3% | -$176K | 0.41% | 27 |
|
|
2024
Q4 | $5.51M | Buy |
19,025
+2,422
| +15% | +$702K | 0.44% | 25 |
|
|
2024
Q3 | $4.7M | Sell |
16,603
-20
| -0.1% | -$5.66K | 0.38% | 26 |
|
|
2024
Q2 | $4.45M | Sell |
16,623
-62
| -0.4% | -$16.6K | 0.39% | 26 |
|
|
2024
Q1 | $4.34M | Sell |
16,685
-122
| -0.7% | -$31.7K | 0.39% | 25 |
|
|
2023
Q4 | $3.99M | Buy |
16,807
+272
| +2% | +$64.5K | 0.39% | 30 |
|
|
2023
Q3 | $3.51M | Buy |
16,535
+5,862
| +55% | +$1.25M | 0.39% | 30 |
|
|
2023
Q2 | $2.35M | Buy |
10,673
+186
| +2% | +$41K | 0.25% | 32 |
|
|
2023
Q1 | $2.14M | Sell |
10,487
-50
| -0.5% | -$10.2K | 0.24% | 34 |
|
|
2022
Q4 | $2.01M | Buy |
10,537
+6,002
| +132% | +$1.15M | 0.25% | 33 |
|
|
2022
Q3 | $814K | Buy |
4,535
+1,505
| +50% | +$270K | 0.11% | 44 |
|
|
2022
Q2 | $572K | Buy |
+3,030
| New | +$572K | 0.08% | 54 |
|