Townsend & Associates’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 | $217K | Buy |
+692
| New | +$217K | 0.02% | 101 |
|
2025
Q1 | – | Sell |
-1,197
| Closed | -$358K | – | 106 |
|
2024
Q4 | $358K | Buy |
1,197
+425
| +55% | +$127K | 0.04% | 84 |
|
2024
Q3 | $220K | Sell |
772
-43
| -5% | -$12.3K | 0.02% | 96 |
|
2024
Q2 | $220K | Sell |
815
-33
| -4% | -$8.9K | 0.02% | 98 |
|
2024
Q1 | $212K | Buy |
848
+1
| +0.1% | +$251 | 0.02% | 100 |
|
2023
Q4 | $204K | Buy |
+847
| New | +$204K | 0.03% | 104 |
|
2023
Q3 | – | Sell |
-890
| Closed | -$202K | – | 122 |
|
2023
Q2 | $202K | Buy |
+890
| New | +$202K | 0.05% | 122 |
|