SS
Sound Stewardship’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,095
+1,301
| +15% | +$395K | 1.58% | 19 |
|
|
2025
Q1 | $2.42M | Sell |
8,794
-54
| -0.6% | -$14.8K | 1.38% | 19 |
|
|
2024
Q4 | $2.56M | Buy |
8,848
+87
| +1% | +$25.2K | 1.52% | 18 |
|
|
2024
Q3 | $2.48M | Sell |
8,761
-474
| -5% | -$134K | 1.39% | 19 |
|
|
2024
Q2 | $2.47M | Sell |
9,235
-82
| -0.9% | -$21.9K | 1.5% | 19 |
|
|
2024
Q1 | $2.42M | Sell |
9,317
-261
| -3% | -$67.8K | 1.47% | 20 |
|
|
2023
Q4 | $2.27M | Sell |
9,578
-899
| -9% | -$213K | 1.5% | 23 |
|
|
2023
Q3 | $2.23M | Sell |
10,477
-656
| -6% | -$139K | 1.49% | 25 |
|
|
2023
Q2 | $2.45M | Sell |
11,133
-138
| -1% | -$30.4K | 1.61% | 25 |
|
|
2023
Q1 | $2.3M | Buy |
11,271
+56
| +0.5% | +$11.4K | 1.55% | 25 |
|
|
2022
Q4 | $2.14M | Buy |
+11,215
| New | +$2.14M | 1.59% | 24 |
|