Schulz Wealth’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 | $261K | Sell |
857
-1
| -0.1% | -$304 | 0.19% | 56 |
|
|
2025
Q1 | $236K | Buy |
858
+36
| +4% | +$9.9K | 0.18% | 58 |
|
|
2024
Q4 | $238K | Sell |
822
-5
| -0.6% | -$1.45K | 0.18% | 56 |
|
|
2024
Q3 | $234K | Sell |
827
-31
| -4% | -$8.78K | 0.18% | 52 |
|
|
2024
Q2 | $229K | Buy |
858
+13
| +2% | +$3.48K | 0.19% | 52 |
|
|
2024
Q1 | $220K | Sell |
845
-976
| -54% | -$254K | 0.19% | 54 |
|
|
2023
Q4 | $432K | Buy |
+1,821
| New | +$432K | 0.41% | 35 |
|