Shira Ridge Wealth Management’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 | $1.4M | Buy |
4,613
+1,088
| +31% | +$331K | 0.64% | 28 |
|
|
2025
Q1 | $969K | Buy |
3,525
+18
| +0.5% | +$4.95K | 0.48% | 33 |
|
|
2024
Q4 | $1.02M | Sell |
3,507
-168
| -5% | -$48.7K | 0.5% | 31 |
|
|
2024
Q3 | $1.04M | Buy |
3,675
+3
| +0.1% | +$849 | 0.53% | 30 |
|
|
2024
Q2 | $982K | Sell |
3,672
-238
| -6% | -$63.7K | 0.55% | 29 |
|
|
2024
Q1 | $1.02M | Hold |
3,910
| – | – | 0.58% | 29 |
|
|
2023
Q4 | $928K | Sell |
3,910
-33
| -0.8% | -$7.83K | 0.56% | 31 |
|
|
2023
Q3 | $837K | Buy |
3,943
+21
| +0.5% | +$4.46K | 0.55% | 31 |
|
|
2023
Q2 | $864K | Buy |
3,922
+34
| +0.9% | +$7.49K | 0.54% | 31 |
|
|
2023
Q1 | $793K | Sell |
3,888
-311
| -7% | -$63.5K | 0.52% | 32 |
|
|
2022
Q4 | $803K | Buy |
+4,199
| New | +$803K | 0.55% | 30 |
|