SC
Stephens Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Sell |
580
-12
| -2% | -$3.65K | 0.04% | 103 |
|
|
2025
Q1 | $163K | Buy |
592
+5
| +0.9% | +$1.37K | 0.04% | 102 |
|
|
2024
Q4 | $170K | Buy |
587
+229
| +64% | +$66.4K | 0.04% | 106 |
|
|
2024
Q3 | $101K | Sell |
358
-44
| -11% | -$12.4K | 0.03% | 134 |
|
|
2024
Q2 | $108K | Sell |
402
-37
| -8% | -$9.9K | 0.03% | 127 |
|
|
2024
Q1 | $114K | Sell |
439
-2
| -0.5% | -$520 | 0.04% | 118 |
|
|
2023
Q4 | $105K | Sell |
441
-20
| -4% | -$4.75K | 0.04% | 119 |
|
|
2023
Q3 | $97.9K | Sell |
461
-2
| -0.4% | -$425 | 0.04% | 116 |
|
|
2023
Q2 | $102K | Sell |
463
-150
| -24% | -$33K | 0.04% | 110 |
|
|
2023
Q1 | $125K | Buy |
613
+206
| +51% | +$42.1K | 0.08% | 99 |
|
|
2022
Q4 | $77.9K | Sell |
407
-239
| -37% | -$45.7K | 0.05% | 127 |
|
|
2022
Q3 | $116K | Buy |
646
+261
| +68% | +$46.8K | 0.1% | 94 |
|
|
2022
Q2 | $72.6K | Sell |
385
-7
| -2% | -$1.32K | 0.06% | 131 |
|
|
2022
Q1 | $89.2K | Sell |
392
-627
| -62% | -$143K | 0.07% | 131 |
|
|
2021
Q4 | $246K | Buy |
+1,019
| New | +$246K | 0.2% | 79 |
|