Tilson Financial Group’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 | $590K | Sell |
1,942
-5,409
| -74% | -$1.64M | 0.22% | 46 |
|
2025
Q1 | $2.02M | Buy |
7,351
+20
| +0.3% | +$5.5K | 0.8% | 28 |
|
2024
Q4 | $2.14M | Buy |
7,331
+5,389
| +277% | +$1.57M | 0.87% | 29 |
|
2024
Q3 | $550K | Buy |
+1,942
| New | +$550K | 0.24% | 48 |
|
2024
Q2 | – | Sell |
-1,942
| Closed | -$505K | – | 65 |
|
2024
Q1 | $505K | Hold |
1,942
| – | – | 0.27% | 50 |
|
2023
Q4 | $461K | Hold |
1,942
| – | – | 0.3% | 45 |
|
2023
Q3 | $413K | Buy |
+1,942
| New | +$413K | 0.32% | 47 |
|
2023
Q2 | – | Sell |
-1,942
| Closed | -$396K | – | 56 |
|
2023
Q1 | $396K | Hold |
1,942
| – | – | 0.32% | 45 |
|
2022
Q4 | $371K | Buy |
+1,942
| New | +$371K | 0.32% | 47 |
|