Valley Financial 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 | $4.71M | Sell |
15,485
-590
| -4% | -$179K | 2.85% | 10 |
|
|
2025
Q1 | $4.42M | Sell |
16,075
-1,134
| -7% | -$312K | 2.93% | 10 |
|
|
2024
Q4 | $4.99M | Sell |
17,209
-530
| -3% | -$154K | 3.47% | 8 |
|
|
2024
Q3 | $5.02M | Sell |
17,739
-250
| -1% | -$70.8K | 3.51% | 9 |
|
|
2024
Q2 | $4.81M | Sell |
17,989
-121
| -0.7% | -$32.4K | 3.54% | 8 |
|
|
2024
Q1 | $4.71M | Sell |
18,110
-2,470
| -12% | -$642K | 3.58% | 8 |
|
|
2023
Q4 | $4.88M | Buy |
+20,580
| New | +$4.88M | 3.82% | 8 |
|