Sharp Financial Services’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 | $663K | Sell |
2,182
-1,413
| -39% | -$429K | 0.43% | 31 |
|
|
2025
Q1 | $988K | Buy |
3,595
+2,453
| +215% | +$674K | 0.76% | 20 |
|
|
2024
Q4 | $331K | Sell |
1,142
-400
| -26% | -$116K | 0.25% | 61 |
|
|
2024
Q3 | $437K | Buy |
1,542
+400
| +35% | +$113K | 0.34% | 52 |
|
|
2024
Q2 | $305K | Sell |
1,142
-323
| -22% | -$86.4K | 0.26% | 72 |
|
|
2024
Q1 | $381K | Buy |
1,465
+466
| +47% | +$121K | 0.35% | 59 |
|
|
2023
Q4 | $237K | Buy |
+999
| New | +$237K | 0.26% | 74 |
|