V Wealth 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
2023
Q3
$2.24M Sell
10,554
-9,044
-46% -$1.92M 1.8% 11
2023
Q2
$4.32M Sell
19,598
-2,455
-11% -$541K 0.72% 25
2023
Q1
$4.5M Sell
22,053
-3,256
-13% -$665K 0.84% 21
2022
Q4
$4.84M Sell
25,309
-26,375
-51% -$5.04M 1% 17
2022
Q3
$9.28M Sell
51,684
-3,347
-6% -$601K 1.86% 8
2022
Q2
$10.4M Buy
55,031
+3,562
+7% +$672K 1.96% 7
2022
Q1
$11.7M Sell
51,469
-15,299
-23% -$3.48M 1.88% 7
2021
Q4
$16.1M Buy
66,768
+6,944
+12% +$1.68M 2.36% 7
2021
Q3
$13.3M Buy
59,824
+26,966
+82% +$5.99M 2.05% 7
2021
Q2
$7.32M Buy
32,858
+95
+0.3% +$21.2K 1.17% 9
2021
Q1
$6.77M Buy
32,763
+1,945
+6% +$402K 1.24% 10
2020
Q4
$6M Buy
30,818
+29,140
+1,737% +$5.67M 1.24% 9
2020
Q3
$286K Sell
1,678
-31,188
-95% -$5.32M 0.2% 130
2020
Q2
$5.14M Sell
32,866
-355
-1% -$55.6K 1.34% 10
2020
Q1
$4.28M Sell
33,221
-4,045
-11% -$521K 1.34% 15
2019
Q4
$5.63M Hold
37,266
2.01% 7
2019
Q3
$5.63M Buy
37,266
+1,994
+6% +$301K 2.01% 7
2019
Q2
$5.32M Buy
35,272
+112
+0.3% +$16.9K 2.02% 7
2019
Q1
$5.25M Sell
35,160
-2,451
-7% -$366K 2.12% 6
2018
Q4
$5M Sell
37,611
-3,501
-9% -$466K 2.54% 4
2018
Q3
$6.14M Buy
41,112
+4,031
+11% +$602K 2.84% 5
2018
Q2
$5.35M Buy
37,081
+1,681
+5% +$242K 2.99% 4
2018
Q1
$4.7M Buy
35,400
+3,627
+11% +$481K 2.51% 5
2017
Q4
$4.51M Buy
31,773
+1,618
+5% +$230K 2.27% 5
2017
Q3
$3.91M Sell
30,155
-847
-3% -$110K 1.98% 8
2017
Q2
$3.85M Buy
31,002
+2,285
+8% +$284K 1.81% 8
2017
Q1
$3.48M Buy
28,717
+671
+2% +$81.2K 2.13% 5
2016
Q4
$3.24M Buy
28,046
+17,453
+165% +$2.02M 2.37% 2
2016
Q3
$1.18M Buy
10,593
+107
+1% +$12K 0.96% 38
2016
Q2
$1.12M Buy
10,486
+310
+3% +$33.2K 0.92% 38
2016
Q1
$1.06M Buy
+10,176
New +$1.06M 0.85% 43