Teamwork Financial 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 | $289K | Buy |
+952
| New | +$289K | 0.03% | 143 |
|
|
2024
Q4 | – | Sell |
-922
| Closed | -$261K | – | 183 |
|
|
2024
Q3 | $261K | Buy |
922
+62
| +7% | +$17.6K | 0.04% | 138 |
|
|
2024
Q2 | $230K | Sell |
860
-327
| -28% | -$87.4K | 0.03% | 123 |
|
|
2024
Q1 | $308K | Sell |
1,187
-329
| -22% | -$85.5K | 0.05% | 143 |
|
|
2023
Q4 | $359K | Sell |
1,516
-384
| -20% | -$91.1K | 0.06% | 128 |
|
|
2023
Q3 | $404K | Buy |
1,900
+972
| +105% | +$206K | 0.07% | 141 |
|
|
2023
Q2 | $204K | Buy |
+928
| New | +$204K | 0.03% | 186 |
|
|
2023
Q1 | – | Sell |
-1,080
| Closed | -$207K | – | 211 |
|
|
2022
Q4 | $207K | Sell |
1,080
-68
| -6% | -$13K | 0.04% | 181 |
|
|
2022
Q3 | $206K | Buy |
1,148
+1
| +0.1% | +$179 | 0.04% | 192 |
|
|
2022
Q2 | $216K | Buy |
1,147
+114
| +11% | +$21.5K | 0.05% | 199 |
|
|
2022
Q1 | $235K | Sell |
1,033
-108
| -9% | -$24.6K | 0.04% | 225 |
|
|
2021
Q4 | $275K | Sell |
1,141
-2
| -0.2% | -$482 | 0.05% | 246 |
|
|
2021
Q3 | $254K | Sell |
1,143
-206
| -15% | -$45.8K | 0.05% | 234 |
|
|
2021
Q2 | $301K | Sell |
1,349
-4
| -0.3% | -$893 | 0.06% | 195 |
|
|
2021
Q1 | $280K | Sell |
1,353
-3
| -0.2% | -$621 | 0.07% | 197 |
|
|
2020
Q4 | $264K | Buy |
+1,356
| New | +$264K | 0.06% | 173 |
|
|
2020
Q3 | – | Sell |
-3,590
| Closed | -$562K | – | 206 |
|
|
2020
Q2 | $562K | Buy |
+3,590
| New | +$562K | 0.2% | 99 |
|