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