Silver Oak Advisory Group’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 | $10.2M | Buy |
33,548
+445
| +1% | +$135K | 4.94% | 7 |
|
|
2025
Q1 | $9.1M | Buy |
33,103
+78
| +0.2% | +$21.4K | 4.83% | 7 |
|
|
2024
Q4 | $9.57M | Sell |
33,025
-633
| -2% | -$183K | 5.06% | 7 |
|
|
2024
Q3 | $9.53M | Sell |
33,658
-361
| -1% | -$102K | 4.89% | 7 |
|
|
2024
Q2 | $9.1M | Sell |
34,019
-728
| -2% | -$195K | 5.05% | 7 |
|
|
2024
Q1 | $9.03M | Sell |
34,747
-1,217
| -3% | -$316K | 5.07% | 7 |
|
|
2023
Q4 | $8.53M | Buy |
35,964
+2,347
| +7% | +$557K | 5.01% | 7 |
|
|
2023
Q3 | $7.14M | Sell |
33,617
-565
| -2% | -$120K | 4.62% | 8 |
|
|
2023
Q2 | $7.53M | Buy |
34,182
+390
| +1% | +$85.9K | 4.92% | 8 |
|
|
2023
Q1 | $6.9M | Buy |
33,792
+391
| +1% | +$79.8K | 4.63% | 8 |
|
|
2022
Q4 | $6.39M | Buy |
33,401
+431
| +1% | +$82.4K | 4.5% | 8 |
|
|
2022
Q3 | $5.92M | Buy |
32,970
+273
| +0.8% | +$49K | 4.44% | 8 |
|
|
2022
Q2 | $6.17M | Buy |
32,697
+1,635
| +5% | +$308K | 4.37% | 8 |
|
|
2022
Q1 | $7.07M | Sell |
31,062
-817
| -3% | -$186K | 4.61% | 8 |
|
|
2021
Q4 | $7.7M | Buy |
+31,879
| New | +$7.7M | 4.87% | 7 |
|