Trivium Point Advisory’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 | $465K | Sell |
1,531
-2
| -0.1% | -$608 | 0.05% | 242 |
|
|
2025
Q1 | $421K | Sell |
1,533
-40
| -3% | -$11K | 0.05% | 244 |
|
|
2024
Q4 | $456K | Buy |
1,573
+43
| +3% | +$12.5K | 0.06% | 234 |
|
|
2024
Q3 | $453K | Buy |
1,530
+24
| +2% | +$7.11K | 0.06% | 231 |
|
|
2024
Q2 | $403K | Buy |
1,506
+58
| +4% | +$15.5K | 0.06% | 225 |
|
|
2024
Q1 | $376K | Buy |
1,448
+160
| +12% | +$41.6K | 0.08% | 179 |
|
|
2023
Q4 | $306K | Buy |
+1,288
| New | +$306K | 0.07% | 169 |
|