Sowell Financial Services’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 | $6.04M | Buy |
19,858
+434
| +2% | +$132K | 0.25% | 88 |
|
|
2025
Q1 | $5.34M | Sell |
19,424
-763
| -4% | -$210K | 0.24% | 88 |
|
|
2024
Q4 | $5.85M | Sell |
20,187
-228,961
| -92% | -$66.4M | 0.31% | 75 |
|
|
2024
Q3 | $70.8M | Buy |
249,148
+16
| +0% | +$4.55K | 3.29% | 2 |
|
|
2024
Q2 | $66.9M | Buy |
249,132
+4,699
| +2% | +$1.26M | 3.19% | 3 |
|
|
2024
Q1 | $63.5M | Buy |
244,433
+173,694
| +246% | +$45.1M | 3% | 2 |
|
|
2023
Q4 | $16.8M | Buy |
70,739
+3,659
| +5% | +$868K | 0.91% | 15 |
|
|
2023
Q3 | $14.2M | Buy |
67,080
+9,370
| +16% | +$1.99M | 0.89% | 18 |
|
|
2023
Q2 | $12.7M | Sell |
57,710
-14,697
| -20% | -$3.24M | 0.71% | 22 |
|
|
2023
Q1 | $14.8M | Sell |
72,407
-13,285
| -16% | -$2.71M | 1.14% | 9 |
|
|
2022
Q4 | $16.4M | Buy |
85,692
+3,541
| +4% | +$677K | 1.06% | 11 |
|
|
2022
Q3 | $14.7M | Buy |
+82,151
| New | +$14.7M | 1.49% | 8 |
|
|
2022
Q1 | – | Sell |
-154,224
| Closed | -$37.2M | – | 516 |
|
|
2021
Q4 | $37.2M | Buy |
154,224
+119,922
| +350% | +$29M | 2.14% | 7 |
|
|
2021
Q3 | $7.62M | Sell |
34,302
-1,254
| -4% | -$278K | 0.51% | 43 |
|
|
2021
Q2 | $7.92M | Sell |
35,556
-173,189
| -83% | -$38.6M | 0.52% | 40 |
|
|
2021
Q1 | $45.3M | Sell |
208,745
-7,879
| -4% | -$1.71M | 1.58% | 8 |
|
|
2020
Q4 | $42.2M | Buy |
216,624
+5,021
| +2% | +$977K | 1.8% | 8 |
|
|
2020
Q3 | $36M | Buy |
211,603
+21,771
| +11% | +$3.71M | 1.8% | 8 |
|
|
2020
Q2 | $29.7M | Buy |
189,832
+84,004
| +79% | +$13.1M | 1.63% | 9 |
|
|
2020
Q1 | $13.6M | Buy |
105,828
+84,434
| +395% | +$10.9M | 1.01% | 11 |
|
|
2019
Q4 | $3.5M | Buy |
21,394
+4,162
| +24% | +$681K | 0.27% | 78 |
|
|
2019
Q3 | $2.6M | Buy |
+17,232
| New | +$2.6M | 0.22% | 99 |
|
|
2019
Q1 | $1.71M | Buy |
11,845
+2,987
| +34% | +$432K | 0.19% | 118 |
|
|
2018
Q4 | $1.13M | Buy |
+8,858
| New | +$1.13M | 0.16% | 144 |
|