SilverOak 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 | $5.97M | Buy |
19,646
+771
| +4% | +$234K | 1.12% | 13 |
|
|
2025
Q1 | $5.19M | Buy |
18,875
+1,489
| +9% | +$409K | 1.12% | 13 |
|
|
2024
Q4 | $5.04M | Buy |
17,386
+788
| +5% | +$228K | 1.08% | 12 |
|
|
2024
Q3 | $4.7M | Sell |
16,598
-2,317
| -12% | -$656K | 1.05% | 13 |
|
|
2024
Q2 | $5.06M | Buy |
18,915
+152
| +0.8% | +$40.7K | 1.22% | 12 |
|
|
2024
Q1 | $4.88M | Buy |
18,763
+702
| +4% | +$182K | 1.21% | 12 |
|
|
2023
Q4 | $4.28M | Buy |
+18,061
| New | +$4.28M | 1.16% | 12 |
|