Sard Wealth Management 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 | $17M | Buy |
55,854
+746
| +1% | +$227K | 10.46% | 3 |
|
|
2025
Q1 | $15.1M | Buy |
55,108
+1,217
| +2% | +$334K | 10.15% | 3 |
|
|
2024
Q4 | $15.6M | Buy |
53,891
+839
| +2% | +$243K | 10.49% | 3 |
|
|
2024
Q3 | $15M | Buy |
53,052
+450
| +0.9% | +$127K | 9.93% | 4 |
|
|
2024
Q2 | $14.1M | Buy |
52,602
+5,530
| +12% | +$1.48M | 9.88% | 3 |
|
|
2024
Q1 | $12.2M | Buy |
47,072
+1,763
| +4% | +$458K | 11.05% | 3 |
|
|
2023
Q4 | $10.7M | Buy |
+45,309
| New | +$10.7M | 10.85% | 3 |
|