Sunburst Financial Group’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 | $1.33M | Sell |
4,366
-4
| -0.1% | -$1.22K | 0.3% | 40 |
|
|
2025
Q1 | $1.2M | Sell |
4,370
-80
| -2% | -$22K | 0.29% | 40 |
|
|
2024
Q4 | $1.29M | Sell |
4,450
-436
| -9% | -$126K | 0.32% | 40 |
|
|
2024
Q3 | $1.38M | Sell |
4,886
-32
| -0.7% | -$9.06K | 0.35% | 38 |
|
|
2024
Q2 | $1.32M | Buy |
4,918
+58
| +1% | +$15.5K | 0.36% | 37 |
|
|
2024
Q1 | $1.26M | Sell |
4,860
-49
| -1% | -$12.7K | 0.36% | 37 |
|
|
2023
Q4 | $1.16M | Sell |
4,909
-100
| -2% | -$23.7K | 0.36% | 37 |
|
|
2023
Q3 | $1.06M | Buy |
5,009
+36
| +0.7% | +$7.65K | 0.38% | 36 |
|
|
2023
Q2 | $1.1M | Buy |
4,973
+9
| +0.2% | +$1.98K | 0.38% | 38 |
|
|
2023
Q1 | $1.01M | Buy |
4,964
+167
| +3% | +$34.1K | 0.37% | 35 |
|
|
2022
Q4 | $917K | Buy |
4,797
+2,032
| +73% | +$388K | 0.37% | 35 |
|
|
2022
Q3 | $496K | Buy |
2,765
+37
| +1% | +$6.64K | 0.24% | 51 |
|
|
2022
Q2 | $515K | Buy |
+2,728
| New | +$515K | 0.25% | 53 |
|