Strait & Sound 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 | $360K | Sell |
1,185
-22
| -2% | -$6.69K | 0.15% | 106 |
|
2025
Q1 | $332K | Buy |
1,207
+18
| +2% | +$4.95K | 0.15% | 105 |
|
2024
Q4 | $345K | Sell |
1,189
-303
| -20% | -$87.8K | 0.16% | 100 |
|
2024
Q3 | $422K | Buy |
1,492
+10
| +0.7% | +$2.83K | 0.21% | 86 |
|
2024
Q2 | $396K | Buy |
1,482
+142
| +11% | +$38K | 0.2% | 84 |
|
2024
Q1 | $344K | Sell |
1,340
-40
| -3% | -$10.3K | 0.19% | 86 |
|
2023
Q4 | $324K | Buy |
1,380
+40
| +3% | +$9.38K | 0.2% | 86 |
|
2023
Q3 | $285K | Sell |
1,340
-17
| -1% | -$3.61K | 0.24% | 93 |
|
2023
Q2 | $299K | Sell |
1,357
-701
| -34% | -$154K | 0.3% | 73 |
|
2023
Q1 | $420K | Buy |
2,058
+200
| +11% | +$40.8K | 0.42% | 58 |
|
2022
Q4 | $371K | Buy |
+1,858
| New | +$371K | 0.41% | 65 |
|