Valley Wealth Managers’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 | $33.4K | Hold |
110
| – | – | ﹤0.01% | 214 |
|
|
2025
Q1 | $30.2K | Hold |
110
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $31.9K | Hold |
110
| – | – | ﹤0.01% | 236 |
|
|
2024
Q3 | $31.1K | Hold |
110
| – | – | ﹤0.01% | 239 |
|
|
2024
Q2 | $29.4K | Hold |
110
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $28.6K | Sell |
110
-35
| -24% | -$9.1K | ﹤0.01% | 232 |
|
|
2023
Q4 | $34.4K | Hold |
145
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $30.8K | Sell |
145
-175
| -55% | -$37.2K | ﹤0.01% | 239 |
|
|
2023
Q2 | $70.5K | Hold |
320
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $65.3K | Sell |
320
-20
| -6% | -$4.08K | 0.01% | 207 |
|
|
2022
Q4 | $65K | Hold |
340
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $61K | Hold |
340
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $64K | Buy |
+340
| New | +$64K | 0.01% | 234 |
|
|
2017
Q2 | – | Sell |
-110
| Closed | -$13K | – | 176 |
|
|
2017
Q1 | $13K | Hold |
110
| – | – | ﹤0.01% | 169 |
|
|
2016
Q4 | $13K | Buy |
+110
| New | +$13K | ﹤0.01% | 170 |
|