TrueWealth 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 | $408K | Buy |
1,343
+44
| +3% | +$13.4K | 0.12% | 144 |
|
|
2025
Q1 | $357K | Sell |
1,299
-13
| -1% | -$3.57K | 0.12% | 140 |
|
|
2024
Q4 | $380K | Sell |
1,312
-60
| -4% | -$17.4K | 0.13% | 148 |
|
|
2024
Q3 | $388K | Buy |
1,372
+3
| +0.2% | +$849 | 0.13% | 144 |
|
|
2024
Q2 | $366K | Buy |
1,369
+288
| +27% | +$77K | 0.14% | 124 |
|
|
2024
Q1 | $281K | Sell |
1,081
-37
| -3% | -$9.62K | 0.11% | 162 |
|
|
2023
Q4 | $265K | Buy |
+1,118
| New | +$265K | 0.1% | 154 |
|