Taylor & Morgan Wealth Management’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
Q1 | – | Sell |
-710
| Closed | -$206K | – | 73 |
|
|
2024
Q4 | $206K | Sell |
710
-29
| -4% | -$8.41K | 0.14% | 68 |
|
|
2024
Q3 | $209K | Buy |
+739
| New | +$209K | 0.14% | 69 |
|
|
2022
Q3 | – | Sell |
-1,171
| Closed | -$221K | – | 68 |
|
|
2022
Q2 | $221K | Buy |
+1,171
| New | +$221K | 0.21% | 61 |
|
|
2022
Q1 | – | Sell |
-905
| Closed | -$219K | – | 69 |
|
|
2021
Q4 | $219K | Buy |
+905
| New | +$219K | 0.18% | 58 |
|