Valued 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
839
-7
| -0.8% | -$2.13K | 0.13% | 34 |
|
|
2025
Q1 | $233K | Sell |
846
-1
| -0.1% | -$275 | 0.14% | 34 |
|
|
2024
Q4 | $246K | Buy |
847
+787
| +1,312% | +$228K | 0.15% | 34 |
|
|
2024
Q3 | $17.1K | Sell |
60
-2
| -3% | -$569 | 0.01% | 164 |
|
|
2024
Q2 | $16.5K | Buy |
62
+57
| +1,140% | +$15.2K | 0.01% | 145 |
|
|
2024
Q1 | $1.33K | Hold |
5
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $1.08K | Buy |
+5
| New | +$1.08K | ﹤0.01% | 376 |
|