Talisman Wealth Advisors’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 | $2.49M | Hold |
8,179
| – | – | 2.27% | 8 |
|
|
2025
Q1 | $2.25M | Buy |
8,179
+31
| +0.4% | +$8.52K | 2.31% | 8 |
|
|
2024
Q4 | $2.36M | Buy |
8,148
+21
| +0.3% | +$6.09K | 2.51% | 9 |
|
|
2024
Q3 | $2.29M | Buy |
8,127
+29
| +0.4% | +$8.18K | 2.41% | 10 |
|
|
2024
Q2 | $2.17M | Hold |
8,098
| – | – | 2.5% | 10 |
|
|
2024
Q1 | $2.1M | Buy |
8,098
+32
| +0.4% | +$8.32K | 2.65% | 9 |
|
|
2023
Q4 | $1.91M | Buy |
8,066
+43
| +0.5% | +$10.2K | 2.84% | 8 |
|
|
2023
Q3 | $1.7M | Buy |
8,023
+37
| +0.5% | +$7.86K | 2.95% | 8 |
|
|
2023
Q2 | $1.76M | Buy |
7,986
+26
| +0.3% | +$5.73K | 3% | 7 |
|
|
2023
Q1 | $1.63M | Buy |
7,960
+30
| +0.4% | +$6.12K | 2.94% | 6 |
|
|
2022
Q4 | $1.52M | Buy |
+7,930
| New | +$1.52M | 3.22% | 5 |
|