Vantage Financial Partners (Wisconsin)’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 | $1.67M | Buy |
5,505
+98
| +2% | +$29.8K | 0.39% | 44 |
|
|
2025
Q1 | $1.49M | Sell |
5,407
-40
| -0.7% | -$11K | 0.37% | 38 |
|
|
2024
Q4 | $1.58M | Buy |
5,447
+48
| +0.9% | +$13.9K | 0.39% | 38 |
|
|
2024
Q3 | $1.53M | Sell |
5,399
-358
| -6% | -$101K | 0.38% | 36 |
|
|
2024
Q2 | $1.54M | Sell |
5,757
-778
| -12% | -$208K | 0.4% | 30 |
|
|
2024
Q1 | $1.7M | Sell |
6,535
-27
| -0.4% | -$7.02K | 0.46% | 33 |
|
|
2023
Q4 | $1.56M | Buy |
6,562
+330
| +5% | +$78.3K | 0.46% | 32 |
|
|
2023
Q3 | $1.32M | Sell |
6,232
-59
| -0.9% | -$12.5K | 0.52% | 26 |
|
|
2023
Q2 | $1.39M | Buy |
6,291
+105
| +2% | +$23.1K | 0.52% | 24 |
|
|
2023
Q1 | $1.26M | Sell |
6,186
-11
| -0.2% | -$2.25K | 0.5% | 26 |
|
|
2022
Q4 | $1.18M | Buy |
6,197
+205
| +3% | +$39.2K | 0.71% | 16 |
|
|
2022
Q3 | $1.08M | Sell |
5,992
-143
| -2% | -$25.7K | 0.72% | 18 |
|
|
2022
Q2 | $1.16M | Buy |
6,135
+55
| +0.9% | +$10.4K | 0.68% | 12 |
|
|
2022
Q1 | $1.38M | Sell |
6,080
-70
| -1% | -$15.9K | 0.71% | 12 |
|
|
2021
Q4 | $1.49M | Buy |
+6,150
| New | +$1.49M | 0.58% | 17 |
|