STAR Financial Bank’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 | $313K | Buy |
+1,030
| New | +$313K | 0.2% | 85 |
|
2024
Q4 | – | Sell |
-743
| Closed | -$210K | – | 124 |
|
2024
Q3 | $210K | Sell |
743
-3,352
| -82% | -$949K | 0.14% | 115 |
|
2024
Q2 | $1.1M | Buy |
4,095
+3,303
| +417% | +$884K | 0.84% | 38 |
|
2024
Q1 | $206K | Sell |
792
-134
| -14% | -$34.8K | 0.18% | 89 |
|
2023
Q4 | $220K | Buy |
+926
| New | +$220K | 0.2% | 87 |
|
2023
Q3 | – | Sell |
-944
| Closed | -$208K | – | 94 |
|
2023
Q2 | $208K | Sell |
944
-167
| -15% | -$36.8K | 0.19% | 90 |
|
2023
Q1 | $227K | Sell |
1,111
-24
| -2% | -$4.9K | 0.22% | 88 |
|
2022
Q4 | $217K | Buy |
+1,135
| New | +$217K | 0.22% | 88 |
|