Secured Retirement 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 | $2.16M | Sell |
7,120
-173
| -2% | -$52.6K | 1.29% | 19 |
|
|
2025
Q1 | $2M | Sell |
7,293
-1,212
| -14% | -$333K | 1.29% | 16 |
|
|
2024
Q4 | $2.46M | Sell |
8,505
-538
| -6% | -$156K | 1.41% | 13 |
|
|
2024
Q3 | $2.56M | Buy |
9,043
+505
| +6% | +$143K | 1.84% | 10 |
|
|
2024
Q2 | $2.28M | Buy |
8,538
+152
| +2% | +$40.7K | 1.78% | 13 |
|
|
2024
Q1 | $2.18M | Sell |
8,386
-135
| -2% | -$35.1K | 1.85% | 12 |
|
|
2023
Q4 | $2.02M | Buy |
+8,521
| New | +$2.02M | 1.94% | 10 |
|