Smith Salley 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 | $4.25M | Sell |
13,977
-233
| -2% | -$70.8K | 0.25% | 69 |
|
|
2025
Q1 | $3.91M | Buy |
14,210
+20
| +0.1% | +$5.5K | 0.26% | 68 |
|
|
2024
Q4 | $4.11M | Sell |
14,190
-152
| -1% | -$44.1K | 0.26% | 63 |
|
|
2024
Q3 | $4.06M | Buy |
14,342
+201
| +1% | +$56.9K | 0.27% | 69 |
|
|
2024
Q2 | $3.78M | Hold |
14,141
| – | – | 0.27% | 65 |
|
|
2024
Q1 | $3.68M | Sell |
14,141
-166
| -1% | -$43.1K | 0.29% | 66 |
|
|
2023
Q4 | $3.39M | Buy |
14,307
+508
| +4% | +$121K | 0.22% | 79 |
|
|
2023
Q3 | $2.93M | Buy |
13,799
+3,838
| +39% | +$815K | 0.22% | 78 |
|
|
2023
Q2 | $2.19M | Sell |
9,961
-583
| -6% | -$128K | 0.16% | 95 |
|
|
2023
Q1 | $2.15M | Buy |
10,544
+792
| +8% | +$162K | 0.17% | 96 |
|
|
2022
Q4 | $1.86M | Sell |
9,752
-510
| -5% | -$97.5K | 0.16% | 103 |
|
|
2022
Q3 | $1.84M | Sell |
10,262
-4
| -0% | -$718 | 0.17% | 99 |
|
|
2022
Q2 | $1.94M | Hold |
10,266
| – | – | 0.17% | 103 |
|
|
2022
Q1 | $2.34M | Sell |
10,266
-65
| -0.6% | -$14.8K | 0.18% | 98 |
|
|
2021
Q4 | $2.49M | Buy |
+10,331
| New | +$2.49M | 0.18% | 101 |
|