Strata Wealth Advisors’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 | $736K | Sell |
2,422
-1,414
| -37% | -$430K | 0.2% | 43 |
|
|
2025
Q1 | $1.05M | Buy |
3,836
+378
| +11% | +$104K | 0.33% | 35 |
|
|
2024
Q4 | $1M | Buy |
3,458
+111
| +3% | +$32.2K | 0.31% | 37 |
|
|
2024
Q3 | $948K | Buy |
3,347
+1,702
| +103% | +$482K | 0.3% | 36 |
|
|
2024
Q2 | $440K | Sell |
1,645
-585
| -26% | -$156K | 0.15% | 49 |
|
|
2024
Q1 | $579K | Buy |
2,230
+152
| +7% | +$39.5K | 0.2% | 44 |
|
|
2023
Q4 | $493K | Buy |
2,078
+471
| +29% | +$112K | 0.19% | 46 |
|
|
2023
Q3 | $341K | Buy |
+1,607
| New | +$341K | 0.16% | 41 |
|