Tobias 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 | $689K | Buy |
2,267
+580
| +34% | +$176K | 0.12% | 75 |
|
|
2025
Q1 | $464K | Sell |
1,687
-76
| -4% | -$20.9K | 0.09% | 75 |
|
|
2024
Q4 | $511K | Buy |
1,763
+294
| +20% | +$85.2K | 0.1% | 72 |
|
|
2024
Q3 | $416K | Hold |
1,469
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $393K | Sell |
1,469
-65
| -4% | -$17.4K | 0.08% | 72 |
|
|
2024
Q1 | $399K | Hold |
1,534
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $364K | Hold |
1,534
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $326K | Buy |
1,534
+62
| +4% | +$13.2K | 0.09% | 72 |
|
|
2023
Q2 | $324K | Buy |
1,472
+458
| +45% | +$101K | 0.09% | 71 |
|
|
2023
Q1 | $207K | Buy |
+1,014
| New | +$207K | 0.06% | 78 |
|
|
2020
Q1 | – | Sell |
-183
| Closed | -$29K | – | 287 |
|
|
2019
Q4 | $29K | Buy |
+183
| New | +$29K | 0.02% | 122 |
|