Sterling 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 | $34.4M | Buy |
+113,268
| New | +$34.4M | 11.73% | 1 |
|
|
2024
Q4 | $32.9M | Buy |
113,675
+3,519
| +3% | +$1.02M | 12.17% | 1 |
|
|
2024
Q3 | $31.2M | Sell |
110,156
-7,004
| -6% | -$1.98M | 11.64% | 1 |
|
|
2024
Q2 | $31.3M | Buy |
117,160
+6
| +0% | +$1.61K | 14.88% | 1 |
|
|
2024
Q1 | $30.4M | Buy |
117,154
+4,719
| +4% | +$1.23M | 15.15% | 1 |
|
|
2023
Q4 | $26.7M | Buy |
+112,435
| New | +$26.7M | 15% | 1 |
|