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