Sax Wealth Advisors’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 | $12.3M | Buy |
40,614
+9,927
| +32% | +$3.02M | 0.75% | 28 |
|
|
2025
Q1 | $8.43M | Buy |
30,687
+3,284
| +12% | +$903K | 0.6% | 28 |
|
|
2024
Q4 | $7.94M | Buy |
27,403
+5,349
| +24% | +$1.55M | 0.62% | 27 |
|
|
2024
Q3 | $6.24M | Buy |
22,054
+1,792
| +9% | +$507K | 0.56% | 28 |
|
|
2024
Q2 | $5.42M | Buy |
20,262
+1,250
| +7% | +$334K | 0.52% | 30 |
|
|
2024
Q1 | $4.94M | Buy |
19,012
+2,524
| +15% | +$656K | 0.58% | 24 |
|
|
2023
Q4 | $3.91M | Sell |
16,488
-457
| -3% | -$108K | 0.64% | 30 |
|
|
2023
Q3 | $3.6M | Buy |
16,945
+150
| +0.9% | +$31.9K | 0.71% | 30 |
|
|
2023
Q2 | $3.7M | Buy |
16,795
+1,760
| +12% | +$388K | 0.74% | 31 |
|
|
2023
Q1 | $3.07M | Sell |
15,035
-637
| -4% | -$130K | 0.67% | 32 |
|
|
2022
Q4 | $3M | Buy |
15,672
+1,731
| +12% | +$331K | 0.69% | 30 |
|
|
2022
Q3 | $2.5M | Buy |
13,941
+489
| +4% | +$87.8K | 0.64% | 30 |
|
|
2022
Q2 | $2.54M | Buy |
13,452
+102
| +0.8% | +$19.2K | 0.65% | 30 |
|
|
2022
Q1 | $3.04M | Buy |
13,350
+44
| +0.3% | +$10K | 0.74% | 28 |
|
|
2021
Q4 | $3.21M | Buy |
13,306
+879
| +7% | +$212K | 0.67% | 31 |
|
|
2021
Q3 | $2.76M | Buy |
12,427
+58
| +0.5% | +$12.9K | 0.65% | 31 |
|
|
2021
Q2 | $2.76M | Buy |
12,369
+558
| +5% | +$124K | 0.95% | 28 |
|
|
2021
Q1 | $2.44M | Buy |
11,811
+8
| +0.1% | +$1.65K | 0.89% | 33 |
|
|
2020
Q4 | $2.3M | Buy |
+11,803
| New | +$2.3M | 1.06% | 29 |
|