Seneca Financial 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 | $1.43M | Hold |
4,710
| – | – | 0.55% | 29 |
|
|
2025
Q1 | $1.29M | Hold |
4,710
| – | – | 0.63% | 28 |
|
|
2024
Q4 | $1.37M | Hold |
4,710
| – | – | 0.68% | 26 |
|
|
2024
Q3 | $1.33M | Hold |
4,710
| – | – | 0.65% | 28 |
|
|
2024
Q2 | $1.26M | Buy |
4,710
+59
| +1% | +$15.8K | 0.65% | 29 |
|
|
2024
Q1 | $1.21M | Hold |
4,651
| – | – | 0.64% | 30 |
|
|
2023
Q4 | $1.1M | Hold |
4,651
| – | – | 0.64% | 29 |
|
|
2023
Q3 | $988K | Hold |
4,651
| – | – | 0.68% | 26 |
|
|
2023
Q2 | $1.02M | Sell |
4,651
-36
| -0.8% | -$7.93K | 0.68% | 27 |
|
|
2023
Q1 | $957K | Buy |
+4,687
| New | +$957K | 0.61% | 26 |
|