SteelPeak Wealth’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 | $3.14M | Sell |
10,304
-26,727
| -72% | -$8.15M | 0.12% | 129 |
|
|
2025
Q1 | $10.2M | Sell |
37,031
-220,624
| -86% | -$60.6M | 0.42% | 54 |
|
|
2024
Q4 | $74.7M | Buy |
257,655
+225,165
| +693% | +$65.3M | 3.03% | 5 |
|
|
2024
Q3 | $9.23M | Buy |
32,490
+6,297
| +24% | +$1.79M | 0.4% | 57 |
|
|
2024
Q2 | $7.03M | Sell |
26,193
-27,269
| -51% | -$7.32M | 0.33% | 68 |
|
|
2024
Q1 | $13.9M | Buy |
53,462
+45,036
| +534% | +$11.7M | 0.7% | 33 |
|
|
2023
Q4 | $2M | Sell |
8,426
-92,363
| -92% | -$21.9M | 0.12% | 137 |
|
|
2023
Q3 | $21.4M | Buy |
100,789
+94,163
| +1,421% | +$20M | 1.34% | 13 |
|
|
2023
Q2 | $1.46M | Sell |
6,626
-23,181
| -78% | -$5.11M | 0.09% | 149 |
|
|
2023
Q1 | $6.08M | Sell |
29,807
-221,984
| -88% | -$45.3M | 0.41% | 63 |
|
|
2022
Q4 | $48.1M | Buy |
251,791
+246,095
| +4,320% | +$47.1M | 3.53% | 4 |
|
|
2022
Q3 | $1.02M | Buy |
5,696
+24
| +0.4% | +$4.31K | 0.08% | 166 |
|
|
2022
Q2 | $1.07M | Sell |
5,672
-393
| -6% | -$74.1K | 0.08% | 161 |
|
|
2022
Q1 | $1.38M | Sell |
6,065
-156
| -3% | -$35.5K | 0.08% | 143 |
|
|
2021
Q4 | $1.5M | Sell |
6,221
-86
| -1% | -$20.8K | 0.08% | 131 |
|
|
2021
Q3 | $1.4M | Sell |
6,307
-983
| -13% | -$218K | 0.09% | 128 |
|
|
2021
Q2 | $1.62M | Buy |
+7,290
| New | +$1.62M | 0.11% | 123 |
|
|
2020
Q2 | – | Sell |
-4,614
| Closed | -$595K | – | 285 |
|
|
2020
Q1 | $595K | Buy |
+4,614
| New | +$595K | 0.09% | 142 |
|