Transform Wealth’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
Q1 | $994K | Sell |
3,616
-80
| -2% | -$22K | 0.06% | 139 |
|
|
2024
Q4 | $1.07M | Sell |
3,696
-12,396
| -77% | -$3.59M | 0.06% | 140 |
|
|
2024
Q3 | $4.57M | Sell |
16,092
-2,873
| -15% | -$816K | 0.3% | 71 |
|
|
2024
Q2 | $5.09M | Sell |
18,965
-788
| -4% | -$212K | 0.38% | 68 |
|
|
2024
Q1 | $5.13M | Sell |
19,753
-1,564
| -7% | -$406K | 0.49% | 68 |
|
|
2023
Q4 | $5.06M | Sell |
21,317
-31
| -0.1% | -$7.35K | 0.49% | 66 |
|
|
2023
Q3 | $4.53M | Sell |
21,348
-17,210
| -45% | -$3.66M | 0.48% | 68 |
|
|
2023
Q2 | $8.49M | Buy |
38,558
+70
| +0.2% | +$15.4K | 0.76% | 38 |
|
|
2023
Q1 | $7.86M | Buy |
38,488
+14,901
| +63% | +$3.04M | 0.74% | 47 |
|
|
2022
Q4 | $4.51M | Buy |
23,587
+19,330
| +454% | +$3.7M | 0.51% | 65 |
|
|
2022
Q3 | $764K | Buy |
4,257
+4
| +0.1% | +$718 | 0.1% | 104 |
|
|
2022
Q2 | $802K | Buy |
4,253
+608
| +17% | +$115K | 0.12% | 106 |
|
|
2022
Q1 | $830K | Sell |
3,645
-172
| -5% | -$39.2K | 0.09% | 122 |
|
|
2021
Q4 | $922K | Sell |
3,817
-70
| -2% | -$16.9K | 0.1% | 117 |
|
|
2021
Q3 | $863K | Sell |
3,887
-57
| -1% | -$12.7K | 0.1% | 118 |
|
|
2021
Q2 | $879K | Buy |
3,944
+331
| +9% | +$73.8K | 0.11% | 126 |
|
|
2021
Q1 | $747K | Sell |
3,613
-532
| -13% | -$110K | 0.15% | 116 |
|
|
2020
Q4 | $807K | Sell |
4,145
-806
| -16% | -$157K | 0.17% | 110 |
|
|
2020
Q3 | $843K | Hold |
4,951
| – | – | 0.14% | 110 |
|
|
2020
Q2 | $775K | Buy |
4,951
+78
| +2% | +$12.2K | 0.13% | 112 |
|
|
2020
Q1 | $628K | Buy |
4,873
+2,725
| +127% | +$351K | 0.13% | 127 |
|
|
2019
Q4 | $351K | Sell |
2,148
-300
| -12% | -$49K | 0.06% | 177 |
|
|
2019
Q3 | $370K | Sell |
2,448
-492
| -17% | -$74.4K | 0.07% | 160 |
|
|
2019
Q2 | $441K | Buy |
2,940
+984
| +50% | +$148K | 0.06% | 180 |
|
|
2019
Q1 | $283K | Sell |
1,956
-1,200
| -38% | -$174K | 0.05% | 144 |
|
|
2018
Q4 | $403K | Hold |
3,156
| – | – | 0.08% | 139 |
|
|
2018
Q3 | $472K | Hold |
3,156
| – | – | 0.08% | 146 |
|
|
2018
Q2 | $443K | Sell |
3,156
-280
| -8% | -$39.3K | 0.08% | 161 |
|
|
2018
Q1 | $466K | Sell |
3,436
-424
| -11% | -$57.5K | 0.09% | 175 |
|
|
2017
Q4 | $530K | Hold |
3,860
| – | – | 0.1% | 184 |
|
|
2017
Q3 | $500K | Buy |
+3,860
| New | +$500K | 0.17% | 146 |
|
|
2017
Q2 | – | Sell |
-3,860
| Closed | -$468K | – | 185 |
|
|
2017
Q1 | $468K | Hold |
3,860
| – | – | 0.18% | 153 |
|
|
2016
Q4 | $445K | Sell |
3,860
-170
| -4% | -$19.6K | 0.18% | 158 |
|
|
2016
Q3 | $449K | Hold |
4,030
| – | – | 0.19% | 146 |
|
|
2016
Q2 | $432K | Buy |
+4,030
| New | +$432K | 0.18% | 151 |
|