Ulland Investment 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 | $91K | Hold |
298
| – | – | 0.07% | 89 |
|
|
2025
Q1 | $82K | Hold |
298
| – | – | 0.07% | 93 |
|
|
2024
Q4 | $86K | Sell |
298
-37
| -11% | -$10.7K | 0.05% | 90 |
|
|
2024
Q3 | $95K | Hold |
335
| – | – | 0.07% | 82 |
|
|
2024
Q2 | $90K | Hold |
335
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $87K | Hold |
335
| – | – | 0.07% | 92 |
|
|
2023
Q4 | $79K | Sell |
335
-25
| -7% | -$5.9K | 0.08% | 86 |
|
|
2023
Q3 | $76K | Sell |
360
-15
| -4% | -$3.17K | 0.08% | 84 |
|
|
2023
Q2 | $83K | Sell |
375
-100
| -21% | -$22.1K | 0.09% | 84 |
|
|
2023
Q1 | $97K | Hold |
475
| – | – | 0.11% | 70 |
|
|
2022
Q4 | $91K | Buy |
475
+15
| +3% | +$2.87K | 0.11% | 71 |
|
|
2022
Q3 | $83K | Hold |
460
| – | – | 0.09% | 71 |
|
|
2022
Q2 | $87K | Hold |
460
| – | – | 0.09% | 72 |
|
|
2022
Q1 | $105K | Sell |
460
-1,080
| -70% | -$247K | 0.08% | 77 |
|
|
2021
Q4 | $372K | Buy |
+1,540
| New | +$372K | 0.24% | 55 |
|