Spire 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 | $6.42M | Sell |
21,114
-2,257
| -10% | -$686K | 0.23% | 87 |
|
2025
Q1 | $6.42M | Sell |
23,371
-58
| -0.2% | -$15.9K | 0.21% | 100 |
|
2024
Q4 | $6.79M | Buy |
23,429
+1,566
| +7% | +$454K | 0.21% | 100 |
|
2024
Q3 | $6.19M | Sell |
21,863
-834
| -4% | -$236K | 0.21% | 102 |
|
2024
Q2 | $6.07M | Sell |
22,697
-3,872
| -15% | -$1.04M | 0.21% | 101 |
|
2024
Q1 | $6.91M | Buy |
26,569
+1,342
| +5% | +$349K | 0.13% | 120 |
|
2023
Q4 | $6.04M | Buy |
25,227
+3,929
| +18% | +$941K | 0.2% | 105 |
|
2023
Q3 | $4.52M | Sell |
21,298
-361
| -2% | -$76.7K | 0.17% | 120 |
|
2023
Q2 | $4.77M | Buy |
21,659
+316
| +1% | +$69.6K | 0.18% | 108 |
|
2023
Q1 | $4.36M | Buy |
21,343
+3,804
| +22% | +$776K | 0.17% | 122 |
|
2022
Q4 | $3.35M | Buy |
17,539
+6,332
| +57% | +$1.21M | 0.19% | 116 |
|
2022
Q3 | $2.01M | Sell |
11,207
-8,384
| -43% | -$1.5M | 0.12% | 135 |
|
2022
Q2 | $3.7M | Sell |
19,591
-15,642
| -44% | -$2.95M | 0.15% | 139 |
|
2022
Q1 | $8.19M | Sell |
35,233
-4,081
| -10% | -$948K | 0.22% | 121 |
|
2021
Q4 | $9.49M | Buy |
39,314
+4,046
| +11% | +$977K | 0.21% | 125 |
|
2021
Q3 | $8.03M | Sell |
35,268
-1,076
| -3% | -$245K | 0.21% | 121 |
|
2021
Q2 | $8.1M | Sell |
36,344
-3,655
| -9% | -$814K | 0.22% | 123 |
|
2021
Q1 | $7.84M | Buy |
+39,999
| New | +$7.84M | 0.21% | 119 |
|