United Advisor Group’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 | $1.49M | Buy |
4,916
+1,137
| +30% | +$346K | 0.26% | 98 |
|
|
2025
Q1 | $1.04M | Sell |
3,779
-950
| -20% | -$261K | 0.21% | 112 |
|
|
2024
Q4 | $1.37M | Sell |
4,729
-256
| -5% | -$74.2K | 0.27% | 89 |
|
|
2024
Q3 | $1.41M | Buy |
4,985
+1,552
| +45% | +$439K | 0.32% | 76 |
|
|
2024
Q2 | $918K | Buy |
3,433
+367
| +12% | +$98.2K | 0.29% | 84 |
|
|
2024
Q1 | $797K | Buy |
3,066
+738
| +32% | +$192K | 0.3% | 90 |
|
|
2023
Q4 | $554K | Buy |
+2,328
| New | +$554K | 0.67% | 26 |
|