Stage Harbor Financial’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 | $1.04M | Sell |
3,416
-13
| -0.4% | -$3.95K | 0.84% | 18 |
|
|
2025
Q1 | $943K | Buy |
3,429
+1,919
| +127% | +$527K | 0.8% | 18 |
|
|
2024
Q4 | $438K | Buy |
1,510
+729
| +93% | +$211K | 0.38% | 35 |
|
|
2024
Q3 | $224K | Hold |
781
| – | – | 0.2% | 44 |
|
|
2024
Q2 | $209K | Sell |
781
-308
| -28% | -$82.4K | 0.2% | 40 |
|
|
2024
Q1 | $283K | Hold |
1,089
| – | – | 0.26% | 35 |
|
|
2023
Q4 | $258K | Buy |
+1,089
| New | +$258K | 0.25% | 36 |
|