Vawter 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
Sell
-6,289
Closed -$1.73M 99
2025
Q1
$1.73M Buy
6,289
+16
+0.3% +$4.4K 0.97% 27
2024
Q4
$1.82M Sell
6,273
-295
-4% -$85.5K 1.09% 25
2024
Q3
$1.86M Buy
6,568
+2,271
+53% +$643K 1.14% 25
2024
Q2
$1.15M Buy
4,297
+473
+12% +$127K 0.79% 27
2024
Q1
$994K Sell
3,824
-70
-2% -$18.2K 0.72% 30
2023
Q4
$924K Buy
3,894
+1,053
+37% +$250K 0.72% 27
2023
Q3
$603K Sell
2,841
-378
-12% -$80.3K 0.68% 30
2023
Q2
$709K Buy
3,219
+496
+18% +$109K 0.61% 31
2023
Q1
$556K Buy
2,723
+93
+4% +$19K 0.56% 30
2022
Q4
$503K Buy
+2,630
New +$503K 0.59% 29