Stone Summit 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 | $6.85M | Buy |
22,553
+2,338
| +12% | +$711K | 2.12% | 9 |
|
|
2025
Q1 | $5.56M | Buy |
20,215
+1,121
| +6% | +$308K | 1.88% | 11 |
|
|
2024
Q4 | $5.53M | Buy |
19,094
+634
| +3% | +$184K | 1.86% | 10 |
|
|
2024
Q3 | $5.23M | Buy |
18,460
+1,044
| +6% | +$296K | 1.69% | 12 |
|
|
2024
Q2 | $4.66M | Buy |
17,416
+762
| +5% | +$204K | 1.67% | 13 |
|
|
2024
Q1 | $4.33M | Buy |
16,654
+774
| +5% | +$201K | 1.5% | 15 |
|
|
2023
Q4 | $3.77M | Buy |
15,880
+736
| +5% | +$175K | 1.44% | 16 |
|
|
2023
Q3 | $3.22M | Buy |
15,144
+494
| +3% | +$105K | 1.38% | 17 |
|
|
2023
Q2 | $3.23M | Buy |
14,650
+592
| +4% | +$130K | 1.34% | 23 |
|
|
2023
Q1 | $2.87M | Buy |
14,058
+1,004
| +8% | +$205K | 1.28% | 21 |
|
|
2022
Q4 | $2.5M | Buy |
13,054
+1,049
| +9% | +$201K | 1.22% | 22 |
|
|
2022
Q3 | $2.16M | Buy |
12,005
+641
| +6% | +$115K | 1.32% | 23 |
|
|
2022
Q2 | $2.14M | Buy |
11,364
+2,554
| +29% | +$482K | 1.28% | 24 |
|
|
2022
Q1 | $2.02M | Buy |
8,810
+3,647
| +71% | +$834K | 1.13% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
+5,163
| New | +$1.25M | 1.01% | 37 |
|