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