Southland Equity Partners’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 | $766K | Sell |
2,520
-109
| -4% | -$33.1K | 0.17% | 98 |
|
|
2025
Q1 | $723K | Buy |
2,629
+336
| +15% | +$92.3K | 0.17% | 96 |
|
|
2024
Q4 | $665K | Sell |
2,293
-245
| -10% | -$71K | 0.15% | 101 |
|
|
2024
Q3 | $719K | Buy |
2,538
+5
| +0.2% | +$1.42K | 0.17% | 89 |
|
|
2024
Q2 | $678K | Sell |
2,533
-7
| -0.3% | -$1.87K | 0.19% | 83 |
|
|
2024
Q1 | $660K | Buy |
2,540
+2
| +0.1% | +$520 | 0.19% | 79 |
|
|
2023
Q4 | $602K | Buy |
2,538
+2
| +0.1% | +$474 | 0.19% | 77 |
|
|
2023
Q3 | $539K | Hold |
2,536
| – | – | 0.19% | 77 |
|
|
2023
Q2 | $559K | Sell |
2,536
-153
| -6% | -$33.7K | 0.19% | 75 |
|
|
2023
Q1 | $549K | Buy |
2,689
+1
| +0% | +$204 | 0.22% | 76 |
|
|
2022
Q4 | $514K | Sell |
2,688
-17
| -0.6% | -$3.25K | 0.2% | 75 |
|
|
2022
Q3 | $485K | Sell |
2,705
-109
| -4% | -$19.6K | 0.24% | 72 |
|
|
2022
Q2 | $531K | Sell |
2,814
-70
| -2% | -$13.2K | 0.24% | 75 |
|
|
2022
Q1 | $656K | Sell |
2,884
-232
| -7% | -$52.8K | 0.27% | 63 |
|
|
2021
Q4 | $752K | Sell |
3,116
-21
| -0.7% | -$5.07K | 0.31% | 60 |
|
|
2021
Q3 | $697K | Buy |
3,137
+164
| +6% | +$36.4K | 0.32% | 61 |
|
|
2021
Q2 | $662K | Hold |
2,973
| – | – | 0.31% | 63 |
|
|
2021
Q1 | $614K | Sell |
2,973
-23
| -0.8% | -$4.75K | 0.35% | 59 |
|
|
2020
Q4 | $583K | Buy |
+2,996
| New | +$583K | 0.39% | 53 |
|