UP Strategic Wealth 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 | $513K | Sell |
1,687
-63
| -4% | -$19.1K | 0.4% | 41 |
|
|
2025
Q1 | $481K | Hold |
1,750
| – | – | 0.43% | 45 |
|
|
2024
Q4 | $507K | Sell |
1,750
-428
| -20% | -$124K | 0.51% | 35 |
|
|
2024
Q3 | $617K | Hold |
2,178
| – | – | 0.69% | 27 |
|
|
2024
Q2 | $583K | Sell |
2,178
-132
| -6% | -$35.3K | 0.88% | 25 |
|
|
2024
Q1 | $600K | Sell |
2,310
-81
| -3% | -$21.1K | 0.98% | 23 |
|
|
2023
Q4 | $567K | Buy |
+2,391
| New | +$567K | 1.03% | 22 |
|