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