True Link Financial Advisors’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 | $606K | Sell |
1,993
-252
| -11% | -$76.6K | 0.04% | 47 |
|
|
2025
Q1 | $617K | Sell |
2,245
-228
| -9% | -$62.7K | 0.05% | 45 |
|
|
2024
Q4 | $717K | Buy |
2,473
+1,214
| +96% | +$352K | 0.06% | 28 |
|
|
2024
Q3 | $356K | Buy |
1,259
+133
| +12% | +$37.7K | 0.03% | 50 |
|
|
2024
Q2 | $301K | Buy |
1,126
+192
| +21% | +$51.4K | 0.03% | 52 |
|
|
2024
Q1 | $243K | Buy |
+934
| New | +$243K | 0.02% | 61 |
|
|
2022
Q1 | – | Sell |
-62
| Closed | -$15K | – | 278 |
|
|
2021
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $14K | Hold |
62
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $14K | Hold |
62
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $13K | Buy |
+62
| New | +$13K | ﹤0.01% | 601 |
|