Simplicity Wealth’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 | $3.12M | Buy |
10,272
+2,705
| +36% | +$822K | 0.13% | 159 |
|
2025
Q1 | $2.08M | Buy |
7,567
+3,140
| +71% | +$863K | 0.16% | 148 |
|
2024
Q4 | $1.28M | Sell |
4,427
-2,203
| -33% | -$638K | 0.27% | 70 |
|
2024
Q3 | $1.88M | Sell |
6,630
-38,496
| -85% | -$10.9M | 0.17% | 116 |
|
2024
Q2 | $12.1M | Sell |
45,126
-604
| -1% | -$162K | 0.27% | 77 |
|
2024
Q1 | $11.9M | Buy |
+45,730
| New | +$11.9M | 0.28% | 72 |
|