Strategic Investment Solutions’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 | $107K | Sell |
351
-17
| -5% | -$5.17K | 0.03% | 157 |
|
|
2025
Q1 | $101K | Sell |
368
-390
| -51% | -$107K | 0.03% | 139 |
|
|
2024
Q4 | $186K | Buy |
758
+436
| +135% | +$107K | 0.06% | 101 |
|
|
2024
Q3 | $91.4K | Hold |
322
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $88K | Buy |
+322
| New | +$88K | 0.03% | 148 |
|
|
2023
Q4 | $301K | Sell |
1,267
-51,035
| -98% | -$12.1M | 0.05% | 152 |
|
|
2023
Q3 | $11.6M | Buy |
52,302
+51,087
| +4,205% | +$11.3M | 0.14% | 86 |
|
|
2023
Q2 | $254K | Sell |
1,215
-564
| -32% | -$118K | 0.05% | 120 |
|
|
2023
Q1 | $363K | Sell |
1,779
-60
| -3% | -$12.2K | 0.07% | 128 |
|
|
2022
Q4 | $386K | Buy |
+1,839
| New | +$386K | 0.19% | 60 |
|