Visionary 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 | $3.09M | Buy |
10,178
+954
| +10% | +$290K | 0.16% | 148 |
|
|
2025
Q1 | $2.54M | Buy |
9,224
+293
| +3% | +$80.5K | 0.15% | 149 |
|
|
2024
Q4 | $2.59M | Buy |
8,931
+655
| +8% | +$190K | 0.15% | 145 |
|
|
2024
Q3 | $2.34M | Buy |
8,276
+262
| +3% | +$74.2K | 0.14% | 159 |
|
|
2024
Q2 | $2.14M | Buy |
8,014
+913
| +13% | +$244K | 0.14% | 159 |
|
|
2024
Q1 | $1.85M | Buy |
7,101
+197
| +3% | +$51.2K | 0.12% | 174 |
|
|
2023
Q4 | $1.64M | Buy |
6,904
+2
| +0% | +$474 | 0.12% | 172 |
|
|
2023
Q3 | $1.47M | Buy |
6,902
+396
| +6% | +$84.1K | 0.12% | 175 |
|
|
2023
Q2 | $1.43M | Sell |
6,506
-133
| -2% | -$29.3K | 0.11% | 179 |
|
|
2023
Q1 | $1.35M | Sell |
6,639
-280
| -4% | -$57.1K | 0.11% | 171 |
|
|
2022
Q4 | $1.32M | Buy |
6,919
+324
| +5% | +$62K | 0.12% | 155 |
|
|
2022
Q3 | $1.18M | Buy |
6,595
+1,113
| +20% | +$200K | 0.12% | 152 |
|
|
2022
Q2 | $1.03M | Buy |
5,482
+24
| +0.4% | +$4.53K | 0.09% | 170 |
|
|
2022
Q1 | $1.24M | Sell |
5,458
-181
| -3% | -$41.2K | 0.1% | 164 |
|
|
2021
Q4 | $1.36M | Buy |
5,639
+429
| +8% | +$104K | 0.11% | 141 |
|
|
2021
Q3 | $1.16M | Buy |
5,210
+434
| +9% | +$96.4K | 0.12% | 129 |
|
|
2021
Q2 | $1.06M | Sell |
4,776
-8
| -0.2% | -$1.78K | 0.11% | 140 |
|
|
2021
Q1 | $989K | Buy |
4,784
+290
| +6% | +$60K | 0.1% | 144 |
|
|
2020
Q4 | $875K | Buy |
4,494
+39
| +0.9% | +$7.59K | 0.1% | 148 |
|
|
2020
Q3 | $759K | Buy |
+4,455
| New | +$759K | 0.11% | 135 |
|