Successful Portfolios’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
$5.39M Buy
17,737
+636
+4% +$193K 3.31% 5
2025
Q1
$4.7M Buy
17,101
+39
+0.2% +$10.7K 3.2% 6
2024
Q4
$4.94M Buy
17,062
+1,948
+13% +$565K 3.31% 7
2024
Q3
$4.28M Buy
15,114
+771
+5% +$218K 2.9% 8
2024
Q2
$3.84M Buy
14,343
+804
+6% +$215K 2.68% 8
2024
Q1
$3.52M Buy
13,539
+1,619
+14% +$421K 2.4% 8
2023
Q4
$2.83M Buy
11,920
+1,916
+19% +$455K 2.11% 9
2023
Q3
$2.13M Buy
10,004
+2,432
+32% +$517K 1.88% 11
2023
Q2
$1.67M Sell
7,572
-5,529
-42% -$1.22M 1.44% 14
2023
Q1
$2.67M Buy
13,101
+1,160
+10% +$237K 1.68% 10
2022
Q4
$2.28M Buy
11,941
+474
+4% +$90.6K 1.49% 12
2022
Q3
$2.06M Buy
11,467
+539
+5% +$96.7K 1.49% 12
2022
Q2
$2.06M Sell
10,928
-66
-0.6% -$12.4K 1.39% 12
2022
Q1
$2.5M Sell
10,994
-1
-0% -$228 1.43% 14
2021
Q4
$2.66M Buy
10,995
+750
+7% +$181K 1.44% 14
2021
Q3
$2.28M Sell
10,245
-10
-0.1% -$2.22K 1.36% 15
2021
Q2
$2.29M Sell
10,255
-631
-6% -$141K 1.38% 14
2021
Q1
$2.25M Buy
10,886
+42
+0.4% +$8.68K 1.48% 12
2020
Q4
$2.11M Sell
10,844
-165
-1% -$32.1K 1.51% 11
2020
Q3
$1.88M Sell
11,009
-48
-0.4% -$8.18K 1.5% 11
2020
Q2
$1.73M Sell
11,057
-98
-0.9% -$15.3K 1.52% 11
2020
Q1
$1.44M Sell
11,155
-84
-0.7% -$10.8K 1.45% 15
2019
Q4
$1.84M Sell
11,239
-95
-0.8% -$15.5K 1.64% 8
2019
Q3
$1.71M Buy
11,334
+1,770
+19% +$267K 1.61% 10
2019
Q2
$1.44M Sell
9,564
-2,020
-17% -$303K 1.54% 13
2019
Q1
$1.68M Sell
11,584
-225
-2% -$32.6K 1.83% 6
2018
Q4
$1.51M Buy
11,809
+97
+0.8% +$12.4K 1.93% 7
2018
Q3
$1.75M Sell
11,712
-125
-1% -$18.7K 1.91% 6
2018
Q2
$1.66M Sell
11,837
-20
-0.2% -$2.81K 1.94% 6
2018
Q1
$1.61M Buy
11,857
+338
+3% +$45.9K 1.95% 5
2017
Q4
$1.58M Buy
+11,519
New +$1.58M 1.96% 6