Sunbelt Securities’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 | $247K | Buy |
852
+418
| +96% | +$121K | 0.02% | 533 |
|
|
2025
Q1 | $119K | Sell |
434
-418
| -49% | -$115K | 0.01% | 696 |
|
|
2024
Q4 | $248K | Buy |
852
+17
| +2% | +$4.95K | 0.02% | 534 |
|
|
2024
Q3 | $236K | Hold |
835
| – | – | 0.02% | 548 |
|
|
2024
Q2 | $223K | Buy |
835
+62
| +8% | +$16.6K | 0.02% | 531 |
|
|
2024
Q1 | $201K | Sell |
773
-88
| -10% | -$22.9K | 0.02% | 533 |
|
|
2023
Q4 | $204K | Buy |
861
+95
| +12% | +$22.5K | 0.03% | 481 |
|
|
2023
Q3 | $163K | Buy |
766
+21
| +3% | +$4.46K | 0.02% | 533 |
|
|
2023
Q2 | $164K | Buy |
745
+74
| +11% | +$16.3K | 0.02% | 517 |
|
|
2023
Q1 | $135K | Buy |
+671
| New | +$135K | 0.02% | 514 |
|
|
2020
Q1 | – | Sell |
-4,736
| Closed | -$775K | – | 653 |
|
|
2019
Q4 | $775K | Buy |
4,736
+18
| +0.4% | +$2.95K | 0.08% | 234 |
|
|
2019
Q3 | $712K | Buy |
+4,718
| New | +$712K | 0.08% | 230 |
|
|
2018
Q4 | – | Sell |
-1,727
| Closed | -$258K | – | 248 |
|
|
2018
Q3 | $258K | Sell |
1,727
-521
| -23% | -$77.8K | 0.14% | 180 |
|
|
2018
Q2 | $316K | Buy |
2,248
+127
| +6% | +$17.9K | 0.19% | 153 |
|
|
2018
Q1 | $288K | Buy |
+2,121
| New | +$288K | 0.26% | 134 |
|
|
2017
Q4 | – | Sell |
-2,081
| Closed | -$270K | – | 174 |
|
|
2017
Q3 | $270K | Buy |
+2,081
| New | +$270K | 0.28% | 124 |
|