Tradition Wealth 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 | $2.3M | Buy |
7,578
+93
| +1% | +$28.3K | 0.18% | 112 |
|
2025
Q1 | $2.06M | Buy |
7,485
+1,092
| +17% | +$300K | 0.18% | 111 |
|
2024
Q4 | $1.85M | Buy |
6,393
+172
| +3% | +$49.9K | 0.16% | 115 |
|
2024
Q3 | $1.76M | Buy |
6,221
+79
| +1% | +$22.4K | 0.16% | 116 |
|
2024
Q2 | $1.64M | Buy |
6,142
+3,381
| +122% | +$904K | 0.16% | 118 |
|
2024
Q1 | $718K | Buy |
2,761
+217
| +9% | +$56.4K | 0.07% | 171 |
|
2023
Q4 | $604K | Buy |
2,544
+492
| +24% | +$117K | 0.06% | 159 |
|
2023
Q3 | $436K | Buy |
2,052
+302
| +17% | +$64.2K | 0.05% | 200 |
|
2023
Q2 | $385K | Buy |
1,750
+2
| +0.1% | +$440 | 0.05% | 215 |
|
2023
Q1 | $357K | Buy |
1,748
+16
| +0.9% | +$3.27K | 0.04% | 218 |
|
2022
Q4 | $331K | Buy |
1,732
+3
| +0.2% | +$573 | 0.05% | 207 |
|
2022
Q3 | $310K | Sell |
1,729
-3
| -0.2% | -$538 | 0.05% | 202 |
|
2022
Q2 | $327K | Buy |
1,732
+6
| +0.3% | +$1.13K | 0.05% | 204 |
|
2022
Q1 | $393K | Sell |
1,726
-96
| -5% | -$21.9K | 0.05% | 215 |
|
2021
Q4 | $440K | Sell |
1,822
-3
| -0.2% | -$724 | 0.06% | 198 |
|
2021
Q3 | $405K | Buy |
1,825
+1
| +0.1% | +$222 | 0.06% | 192 |
|
2021
Q2 | $406K | Buy |
1,824
+171
| +10% | +$38.1K | 0.06% | 198 |
|
2021
Q1 | $342K | Buy |
1,653
+41
| +3% | +$8.48K | 0.06% | 193 |
|
2020
Q4 | $314K | Buy |
+1,612
| New | +$314K | 0.06% | 191 |
|