SkyOak 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 | $2.67M | Buy |
8,790
+141
| +2% | +$42.9K | 0.54% | 50 |
|
|
2025
Q1 | $2.38M | Buy |
8,649
+142
| +2% | +$39K | 0.52% | 50 |
|
|
2024
Q4 | $2.47M | Buy |
8,507
+211
| +3% | +$61.2K | 0.53% | 54 |
|
|
2024
Q3 | $2.35M | Buy |
8,296
+299
| +4% | +$84.7K | 0.52% | 54 |
|
|
2024
Q2 | $2.14M | Buy |
7,997
+92
| +1% | +$24.6K | 0.5% | 54 |
|
|
2024
Q1 | $2.05M | Buy |
7,905
+1,182
| +18% | +$307K | 0.49% | 53 |
|
|
2023
Q4 | $1.59M | Buy |
6,723
+114
| +2% | +$27K | 0.42% | 57 |
|
|
2023
Q3 | $1.4M | Buy |
6,609
+51
| +0.8% | +$10.8K | 0.41% | 59 |
|
|
2023
Q2 | $1.44M | Buy |
6,558
+299
| +5% | +$65.9K | 0.41% | 57 |
|
|
2023
Q1 | $1.28M | Buy |
6,259
+70
| +1% | +$14.3K | 0.39% | 61 |
|
|
2022
Q4 | $1.18M | Sell |
6,189
-123
| -2% | -$23.5K | 0.4% | 62 |
|
|
2022
Q3 | $1.13M | Buy |
6,312
+68
| +1% | +$12.2K | 0.41% | 63 |
|
|
2022
Q2 | $1.18M | Sell |
6,244
-348
| -5% | -$65.7K | 0.4% | 67 |
|
|
2022
Q1 | $1.5M | Buy |
6,592
+965
| +17% | +$220K | 0.42% | 66 |
|
|
2021
Q4 | $1.36M | Buy |
5,627
+98
| +2% | +$23.7K | 0.35% | 74 |
|
|
2021
Q3 | $1.23M | Buy |
5,529
+100
| +2% | +$22.2K | 0.33% | 72 |
|
|
2021
Q2 | $1.21M | Buy |
5,429
+9
| +0.2% | +$2.01K | 0.32% | 73 |
|
|
2021
Q1 | $1.18M | Buy |
5,420
+203
| +4% | +$44.2K | 0.33% | 76 |
|
|
2020
Q4 | $1.02M | Buy |
5,217
+149
| +3% | +$29K | 0.32% | 83 |
|
|
2020
Q3 | $863K | Buy |
5,068
+385
| +8% | +$65.6K | 0.31% | 82 |
|
|
2020
Q2 | $733K | Buy |
+4,683
| New | +$733K | 0.27% | 88 |
|
|
2020
Q1 | – | Sell |
-4,085
| Closed | -$668K | – | 310 |
|
|
2019
Q4 | $668K | Buy |
+4,085
| New | +$668K | 0.21% | 109 |
|