Trademark Financial Management’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 | $5.05M | Buy |
16,622
+71
| +0.4% | +$21.6K | 3.09% | 7 |
|
|
2025
Q1 | $4.55M | Buy |
16,551
+610
| +4% | +$168K | 3.47% | 7 |
|
|
2024
Q4 | $4.62M | Buy |
15,941
+175
| +1% | +$50.7K | 3.67% | 5 |
|
|
2024
Q3 | $4.46M | Buy |
15,766
+1,079
| +7% | +$306K | 3.54% | 8 |
|
|
2024
Q2 | $3.93M | Sell |
14,687
-31
| -0.2% | -$8.29K | 3.2% | 7 |
|
|
2024
Q1 | $3.83M | Sell |
14,718
-180
| -1% | -$46.8K | 3.17% | 9 |
|
|
2023
Q4 | $3.53M | Buy |
+14,898
| New | +$3.53M | 2.59% | 9 |
|