Wealth Alliance Advisory 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 | $11.5M | Buy |
37,742
+1,403
| +4% | +$426K | 2.18% | 11 |
|
|
2025
Q1 | $9.99M | Buy |
36,339
+2,879
| +9% | +$791K | 2.07% | 13 |
|
|
2024
Q4 | $9.7M | Buy |
33,460
+336
| +1% | +$97.4K | 2.05% | 14 |
|
|
2024
Q3 | $9.38M | Buy |
+33,124
| New | +$9.38M | 1.97% | 13 |
|
|
2024
Q1 | – | Sell |
-1,860
| Closed | -$441K | – | 199 |
|
|
2023
Q4 | $441K | Sell |
1,860
-243
| -12% | -$57.7K | 0.12% | 110 |
|
|
2023
Q3 | $447K | Sell |
2,103
-60,203
| -97% | -$12.8M | 0.13% | 99 |
|
|
2023
Q2 | $13.7M | Sell |
62,306
-1,308
| -2% | -$288K | 4.85% | 5 |
|
|
2023
Q1 | $13M | Buy |
63,614
+535
| +0.8% | +$109K | 4.86% | 5 |
|
|
2022
Q4 | $12.1M | Buy |
63,079
+4,335
| +7% | +$829K | 4.61% | 5 |
|
|
2022
Q3 | $10.5M | Buy |
+58,744
| New | +$10.5M | 4.65% | 5 |
|
|
2018
Q4 | – | Sell |
-84,929
| Closed | -$12.7M | – | 144 |
|
|
2018
Q3 | $12.7M | Buy |
84,929
+2,380
| +3% | +$356K | 6.5% | 2 |
|
|
2018
Q2 | $11.6M | Buy |
82,549
+4,483
| +6% | +$630K | 6.36% | 2 |
|
|
2018
Q1 | $10.6M | Buy |
78,066
+14,305
| +22% | +$1.94M | 6.17% | 2 |
|
|
2017
Q4 | $8.75M | Buy |
+63,761
| New | +$8.75M | 7.86% | 1 |
|