Triune Financial Partners’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 | $748K | Sell |
2,462
-12
| -0.5% | -$3.65K | 0.21% | 16 |
|
|
2025
Q1 | $680K | Sell |
2,474
-549
| -18% | -$151K | 0.22% | 14 |
|
|
2024
Q4 | $876K | Buy |
3,023
+1,342
| +80% | +$389K | 0.28% | 12 |
|
|
2024
Q3 | $476K | Buy |
1,681
+5
| +0.3% | +$1.42K | 0.15% | 18 |
|
|
2024
Q2 | $448K | Buy |
1,676
+344
| +26% | +$92K | 0.15% | 18 |
|
|
2024
Q1 | $346K | Sell |
1,332
-44
| -3% | -$11.4K | 0.12% | 23 |
|
|
2023
Q4 | $326K | Buy |
1,376
+16
| +1% | +$3.8K | 0.12% | 22 |
|
|
2023
Q3 | $289K | Buy |
1,360
+5
| +0.4% | +$1.06K | 0.12% | 25 |
|
|
2023
Q2 | $299K | Buy |
1,355
+5
| +0.4% | +$1.1K | 0.12% | 25 |
|
|
2023
Q1 | $276K | Buy |
1,350
+5
| +0.4% | +$1.02K | 0.12% | 21 |
|
|
2022
Q4 | $257K | Buy |
1,345
+7
| +0.5% | +$1.34K | 0.12% | 20 |
|
|
2022
Q3 | $240K | Buy |
1,338
+5
| +0.4% | +$898 | 0.13% | 16 |
|
|
2022
Q2 | $251K | Buy |
1,333
+6
| +0.5% | +$1.13K | 0.13% | 17 |
|
|
2022
Q1 | $302K | Buy |
1,327
+4
| +0.3% | +$911 | 0.16% | 17 |
|
|
2021
Q4 | $319K | Buy |
+1,323
| New | +$319K | 0.16% | 15 |
|
|
2021
Q2 | $293K | Buy |
+1,314
| New | +$293K | 0.24% | 14 |
|