Silver Oak Securities’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 | $17.3M | Buy |
57,059
+957
| +2% | +$291K | 1.41% | 8 |
|
|
2025
Q1 | $15.3M | Buy |
56,102
+1,106
| +2% | +$302K | 1.41% | 5 |
|
|
2024
Q4 | $16M | Buy |
54,996
+9,877
| +22% | +$2.87M | 1.49% | 5 |
|
|
2024
Q3 | $12.7M | Buy |
45,119
+15,360
| +52% | +$4.33M | 1.34% | 9 |
|
|
2024
Q2 | $7.96M | Buy |
29,759
+2,800
| +10% | +$749K | 1.19% | 18 |
|
|
2024
Q1 | $7.01M | Sell |
26,959
-5,889
| -18% | -$1.53M | 1.07% | 23 |
|
|
2023
Q4 | $7.79M | Buy |
32,848
+20,062
| +157% | +$4.76M | 1.05% | 15 |
|
|
2023
Q3 | $2.72M | Sell |
12,786
-11,288
| -47% | -$2.4M | 0.59% | 35 |
|
|
2023
Q2 | $5.3M | Buy |
24,074
+4,975
| +26% | +$1.1M | 0.85% | 24 |
|
|
2023
Q1 | $3.9M | Buy |
19,099
+4,108
| +27% | +$838K | 0.64% | 33 |
|
|
2022
Q4 | $2.87M | Buy |
14,991
+2,205
| +17% | +$422K | 0.54% | 39 |
|
|
2022
Q3 | $2.72M | Sell |
12,786
-348
| -3% | -$73.9K | 0.59% | 35 |
|
|
2022
Q2 | $2.6M | Sell |
13,134
-3,286
| -20% | -$650K | 0.58% | 31 |
|
|
2022
Q1 | $3.69M | Buy |
+16,420
| New | +$3.69M | 0.75% | 23 |
|