Sonora Investment Management 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
Q2 | $1.23M | Buy |
4,063
+1,448
| +55% | +$440K | 0.09% | 119 |
|
|
2025
Q1 | $719K | Buy |
2,615
+607
| +30% | +$167K | 0.06% | 141 |
|
|
2024
Q4 | $582K | Sell |
2,008
-49
| -2% | -$14.2K | 0.04% | 158 |
|
|
2024
Q3 | $582K | Sell |
2,057
-7,547
| -79% | -$2.14M | 0.04% | 160 |
|
|
2024
Q2 | $2.5M | Hold |
9,604
| – | – | 0.2% | 101 |
|
|
2024
Q1 | $2.5M | Buy |
9,604
+7,122
| +287% | +$1.85M | 0.2% | 101 |
|
|
2023
Q4 | $589K | Buy |
2,482
+36
| +1% | +$8.54K | 0.05% | 155 |
|
|
2023
Q3 | $520K | Sell |
2,446
-1,048
| -30% | -$223K | 0.04% | 160 |
|
|
2023
Q2 | $770K | Sell |
3,494
-567
| -14% | -$125K | 0.06% | 144 |
|
|
2023
Q1 | $829K | Sell |
4,061
-17
| -0.4% | -$3.47K | 0.07% | 143 |
|
|
2022
Q4 | $780K | Buy |
4,078
+2,531
| +164% | +$484K | 0.07% | 143 |
|
|
2022
Q3 | $292K | Hold |
1,547
| – | – | 0.04% | 158 |
|
|
2022
Q2 | $292K | Buy |
1,547
+35
| +2% | +$6.61K | 0.03% | 191 |
|
|
2022
Q1 | $344K | Buy |
1,512
+34
| +2% | +$7.74K | 0.04% | 159 |
|
|
2021
Q4 | $357K | Buy |
+1,478
| New | +$357K | 0.04% | 161 |
|