Values Added Financial’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 | $4.25M | Sell |
13,985
-232
| -2% | -$70.5K | 2.06% | 12 |
|
|
2025
Q1 | $3.91M | Sell |
14,217
-397
| -3% | -$109K | 2.17% | 13 |
|
|
2024
Q4 | $4.24M | Sell |
14,614
-316
| -2% | -$91.6K | 2.45% | 12 |
|
|
2024
Q3 | $4.23M | Buy |
14,930
+56
| +0.4% | +$15.9K | 2.67% | 12 |
|
|
2024
Q2 | $3.98M | Sell |
14,874
-259
| -2% | -$69.3K | 2.87% | 11 |
|
|
2024
Q1 | $3.93M | Sell |
15,133
-3,520
| -19% | -$915K | 3.07% | 11 |
|
|
2023
Q4 | $4.42M | Buy |
18,653
+168
| +0.9% | +$39.9K | 3.62% | 9 |
|
|
2023
Q3 | $3.93M | Sell |
18,485
-319
| -2% | -$67.8K | 3.58% | 9 |
|
|
2023
Q2 | $4.14M | Buy |
+18,804
| New | +$4.14M | 3.88% | 9 |
|