Smart Money Group’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
Q1 | – | Sell |
-14,655
| Closed | -$4.25M | – | 99 |
|
|
2024
Q4 | $4.25M | Sell |
14,655
-330
| -2% | -$95.6K | 1.47% | 17 |
|
|
2024
Q3 | $4.21M | Sell |
14,985
-28
| -0.2% | -$7.87K | 1.5% | 18 |
|
|
2024
Q2 | $4.09M | Buy |
15,013
+131
| +0.9% | +$35.7K | 1.46% | 20 |
|
|
2024
Q1 | $3.7M | Sell |
14,882
-277
| -2% | -$68.9K | 1.44% | 20 |
|
|
2023
Q4 | $3.6M | Sell |
15,159
-1,399
| -8% | -$332K | 1.57% | 17 |
|
|
2023
Q3 | $3.52M | Sell |
16,558
-3,051
| -16% | -$648K | 1.67% | 18 |
|
|
2023
Q2 | $4.32M | Buy |
19,609
+1,357
| +7% | +$299K | 2.06% | 14 |
|
|
2023
Q1 | $3.77M | Buy |
18,252
+2,255
| +14% | +$465K | 1.89% | 17 |
|
|
2022
Q4 | $3.06M | Sell |
15,997
-3,929
| -20% | -$751K | 1.6% | 17 |
|
|
2022
Q3 | $3.58M | Buy |
19,926
+3,120
| +19% | +$560K | 2.44% | 10 |
|
|
2022
Q2 | $3.17M | Buy |
16,806
+4,268
| +34% | +$805K | 2.2% | 12 |
|
|
2022
Q1 | $2.85M | Buy |
12,538
+2,432
| +24% | +$554K | 1.92% | 14 |
|
|
2021
Q4 | $2.44M | Buy |
10,106
+1,121
| +12% | +$271K | 1.56% | 19 |
|
|
2021
Q3 | $2M | Buy |
+8,985
| New | +$2M | 1.45% | 21 |
|
|
2021
Q2 | – | Sell |
-4,256
| Closed | -$880K | – | 67 |
|
|
2021
Q1 | $880K | Buy |
4,256
+799
| +23% | +$165K | 0.73% | 29 |
|
|
2020
Q4 | $673K | Buy |
3,457
+512
| +17% | +$99.7K | 0.57% | 31 |
|
|
2020
Q3 | $502K | Buy |
+2,945
| New | +$502K | 0.22% | 67 |
|
|
2020
Q2 | – | Sell |
-1,793
| Closed | -$231K | – | 97 |
|
|
2020
Q1 | $231K | Buy |
1,793
+228
| +15% | +$29.4K | 0.16% | 75 |
|
|
2019
Q4 | $256K | Buy |
+1,565
| New | +$256K | 0.15% | 73 |
|