Symphony Financial’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 | $21.8M | Buy |
79,968
+61,971
| +344% | +$16.9M | 2.86% | 5 |
|
|
2025
Q1 | $5.08M | Buy |
17,997
+1,311
| +8% | +$370K | 3.01% | 9 |
|
|
2024
Q4 | $4.91M | Sell |
16,686
-19,813
| -54% | -$5.83M | 0.77% | 36 |
|
|
2024
Q3 | $10.3M | Buy |
36,499
+1,454
| +4% | +$409K | 1.7% | 15 |
|
|
2024
Q2 | $9.4M | Buy |
35,045
+9,381
| +37% | +$2.52M | 1.72% | 15 |
|
|
2024
Q1 | $6.67M | Sell |
25,664
-8,850
| -26% | -$2.3M | 1.55% | 21 |
|
|
2023
Q4 | $8.14M | Sell |
34,514
-63,259
| -65% | -$14.9M | 1.75% | 16 |
|
|
2023
Q3 | $20.9M | Buy |
97,773
+40,471
| +71% | +$8.64M | 5.11% | 4 |
|
|
2023
Q2 | $12.5M | Buy |
57,302
+9,606
| +20% | +$2.1M | 3.08% | 6 |
|
|
2023
Q1 | $9.67M | Sell |
47,696
-6,147
| -11% | -$1.25M | 2.5% | 10 |
|
|
2022
Q4 | $10.6M | Buy |
53,843
+26,718
| +98% | +$5.28M | 2.81% | 8 |
|
|
2022
Q3 | $4.9M | Sell |
27,125
-24,747
| -48% | -$4.47M | 1.6% | 17 |
|
|
2022
Q2 | $9.9M | Sell |
51,872
-20,521
| -28% | -$3.91M | 2.93% | 8 |
|
|
2022
Q1 | $15.4M | Buy |
72,393
+34,857
| +93% | +$7.41M | 3.62% | 7 |
|
|
2021
Q4 | $9.1M | Buy |
37,536
+20,706
| +123% | +$5.02M | 2.52% | 11 |
|
|
2021
Q3 | $3.78M | Buy |
16,830
+1,247
| +8% | +$280K | 1.32% | 17 |
|
|
2021
Q2 | $3.47M | Buy |
15,583
+187
| +1% | +$41.6K | 1.18% | 18 |
|
|
2021
Q1 | $3.26M | Buy |
15,396
+2,679
| +21% | +$567K | 0.86% | 24 |
|
|
2020
Q4 | $2.44M | Sell |
12,717
-2,940
| -19% | -$564K | 0.88% | 28 |
|
|
2020
Q3 | $2.67M | Buy |
15,657
+5,665
| +57% | +$965K | 1.09% | 21 |
|
|
2020
Q2 | $1.56M | Sell |
9,992
-53
| -0.5% | -$8.3K | 0.76% | 31 |
|
|
2020
Q1 | $1.31M | Buy |
+10,045
| New | +$1.31M | 0.91% | 30 |
|