Schwarz Dygos Wheeler Investment 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 | $670K | Sell |
2,203
-65
| -3% | -$19.8K | 0.15% | 95 |
|
|
2025
Q1 | $624K | Hold |
2,268
| – | – | 0.15% | 93 |
|
|
2024
Q4 | $658K | Hold |
2,268
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $642K | Sell |
2,268
-721
| -24% | -$204K | 0.16% | 94 |
|
|
2024
Q2 | $800K | Buy |
2,989
+1,242
| +71% | +$332K | 0.21% | 73 |
|
|
2024
Q1 | $454K | Hold |
1,747
| – | – | 0.13% | 99 |
|
|
2023
Q4 | $415K | Sell |
1,747
-20
| -1% | -$4.75K | 0.13% | 102 |
|
|
2023
Q3 | $376K | Hold |
1,767
| – | – | 0.13% | 101 |
|
|
2023
Q2 | $389K | Hold |
1,767
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $361K | Sell |
1,767
-1
| -0.1% | -$204 | 0.13% | 96 |
|
|
2022
Q4 | $338K | Buy |
1,768
+107
| +6% | +$20.5K | 0.13% | 96 |
|
|
2022
Q3 | $298K | Buy |
1,661
+316
| +23% | +$56.7K | 0.13% | 88 |
|
|
2022
Q2 | $254K | Hold |
1,345
| – | – | 0.1% | 103 |
|
|
2022
Q1 | $306K | Buy |
+1,345
| New | +$306K | 0.1% | 107 |
|