Vernal Point 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 | $10.1M | Sell |
33,136
-690
| -2% | -$210K | 5.89% | 4 |
|
2025
Q1 | $9.3M | Sell |
33,826
-740
| -2% | -$203K | 6.16% | 5 |
|
2024
Q4 | $10M | Buy |
34,566
+1,059
| +3% | +$307K | 6.88% | 4 |
|
2024
Q3 | $9.52M | Sell |
33,507
-1,560
| -4% | -$443K | 7.36% | 4 |
|
2024
Q2 | $9.41M | Sell |
35,067
-10
| -0% | -$2.69K | 6.7% | 4 |
|
2024
Q1 | $9.12M | Buy |
35,077
+860
| +3% | +$224K | 7.79% | 4 |
|
2023
Q4 | $8.12M | Buy |
+34,217
| New | +$8.12M | 8.43% | 4 |
|