Salomon & Ludwin’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 | $785K | Buy |
2,568
+125
| +5% | +$38.2K | 0.08% | 86 |
|
2025
Q1 | $671K | Hold |
2,443
| – | – | 0.07% | 91 |
|
2024
Q4 | $708K | Sell |
2,443
-1,377
| -36% | -$399K | 0.08% | 86 |
|
2024
Q3 | $1.08M | Sell |
3,820
-41
| -1% | -$11.6K | 0.11% | 77 |
|
2024
Q2 | $1.03M | Sell |
3,861
-15
| -0.4% | -$4.01K | 0.12% | 79 |
|
2024
Q1 | $1.01M | Sell |
3,876
-12
| -0.3% | -$3.12K | 0.09% | 90 |
|
2023
Q4 | $826K | Hold |
3,888
| – | – | 0.09% | 88 |
|
2023
Q3 | $826K | Buy |
3,888
+1,509
| +63% | +$321K | 0.09% | 88 |
|
2023
Q2 | $524K | Sell |
2,379
-157
| -6% | -$34.6K | 0.06% | 109 |
|
2023
Q1 | $518K | Sell |
2,536
-1,721
| -40% | -$351K | 0.06% | 106 |
|
2022
Q4 | $814K | Buy |
4,257
+319
| +8% | +$61K | 0.1% | 79 |
|
2022
Q3 | $707K | Buy |
3,938
+2,188
| +125% | +$393K | 0.11% | 74 |
|
2022
Q2 | $330K | Buy |
1,750
+699
| +67% | +$132K | 0.05% | 99 |
|
2022
Q1 | $239K | Buy |
1,051
+149
| +17% | +$33.9K | 0.03% | 110 |
|
2021
Q4 | $218K | Buy |
+902
| New | +$218K | 0.03% | 103 |
|
2020
Q2 | – | Sell |
-54
| Closed | -$7K | – | 214 |
|
2020
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 184 |
|
2019
Q4 | $9K | Buy |
+54
| New | +$9K | ﹤0.01% | 186 |
|