Von Berge Wealth Management Group’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 | $5.01M | Buy |
16,179
+237
| +1% | +$73.4K | 2.81% | 10 |
|
|
2025
Q1 | $4.29M | Buy |
15,942
+631
| +4% | +$170K | 2.77% | 10 |
|
|
2024
Q4 | $4.6M | Buy |
15,311
+1,244
| +9% | +$374K | 2.78% | 10 |
|
|
2024
Q3 | $4.13M | Buy |
14,067
+146
| +1% | +$42.8K | 2.55% | 10 |
|
|
2024
Q2 | $3.73M | Buy |
13,921
+58
| +0.4% | +$15.5K | 2.37% | 11 |
|
|
2024
Q1 | $3.6M | Buy |
13,863
+923
| +7% | +$240K | 2.32% | 14 |
|
|
2023
Q4 | $3.07M | Buy |
12,940
+1,496
| +13% | +$355K | 2.36% | 12 |
|
|
2023
Q3 | $2.43M | Sell |
11,444
-53
| -0.5% | -$11.3K | 2.08% | 15 |
|
|
2023
Q2 | $2.53M | Buy |
11,497
+16
| +0.1% | +$3.53K | 2.1% | 15 |
|
|
2023
Q1 | $2.35M | Buy |
11,481
+147
| +1% | +$30.1K | 2.1% | 17 |
|
|
2022
Q4 | $2.31M | Buy |
11,334
+521
| +5% | +$106K | 2.08% | 17 |
|
|
2022
Q3 | $1.96M | Sell |
10,813
-149
| -1% | -$27K | 2.08% | 15 |
|
|
2022
Q2 | $2.08M | Buy |
10,962
+450
| +4% | +$85.3K | 2.16% | 16 |
|
|
2022
Q1 | $2.32M | Sell |
10,512
-58
| -0.5% | -$12.8K | 2.11% | 15 |
|
|
2021
Q4 | $2.4M | Buy |
+10,570
| New | +$2.4M | 2.21% | 15 |
|