Sweeney & Michel’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 | $1.18M | Sell |
3,829
-410
| -10% | -$126K | 0.42% | 42 |
|
|
2025
Q1 | $1.03M | Buy |
+4,239
| New | +$1.03M | 0.45% | 40 |
|
|
2024
Q3 | $1.24M | Buy |
4,282
+12
| +0.3% | +$3.47K | 0.49% | 38 |
|
|
2024
Q2 | $1.16M | Buy |
4,270
+54
| +1% | +$14.7K | 0.5% | 36 |
|
|
2024
Q1 | $1.09M | Buy |
+4,216
| New | +$1.09M | 0.48% | 35 |
|
|
2023
Q3 | $885K | Buy |
4,097
+14
| +0.3% | +$3.03K | 0.46% | 40 |
|
|
2023
Q2 | $913K | Buy |
4,083
+129
| +3% | +$28.8K | 0.47% | 38 |
|
|
2023
Q1 | $843K | Buy |
+3,954
| New | +$843K | 0.45% | 40 |
|