Wealth Effects’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 | $8.86M | Buy |
29,136
+100
| +0.3% | +$30.4K | 3.31% | 5 |
|
|
2025
Q1 | $7.98M | Sell |
29,036
-35
| -0.1% | -$9.62K | 3.35% | 5 |
|
|
2024
Q4 | $8.43M | Sell |
29,071
-19
| -0.1% | -$5.51K | 2.99% | 5 |
|
|
2024
Q3 | $8.24M | Buy |
29,090
+2,782
| +11% | +$788K | 2.89% | 6 |
|
|
2024
Q2 | $7.04M | Sell |
26,308
-330
| -1% | -$88.3K | 2.55% | 6 |
|
|
2024
Q1 | $6.92M | Buy |
26,638
+200
| +0.8% | +$52K | 2.55% | 6 |
|
|
2023
Q4 | $6.27M | Sell |
26,438
-429
| -2% | -$102K | 2.36% | 7 |
|
|
2023
Q3 | $5.71M | Buy |
26,867
+501
| +2% | +$106K | 2.82% | 6 |
|
|
2023
Q2 | $5.81M | Buy |
26,366
+519
| +2% | +$114K | 2.56% | 7 |
|
|
2023
Q1 | $5.28M | Buy |
25,847
+340
| +1% | +$69.4K | 2.7% | 6 |
|
|
2022
Q4 | $4.88M | Buy |
+25,507
| New | +$4.88M | 2.78% | 6 |
|
|
2022
Q2 | – | Sell |
-1,234
| Closed | -$281K | – | 212 |
|
|
2022
Q1 | $281K | Buy |
1,234
+202
| +20% | +$46K | 0.13% | 144 |
|
|
2021
Q4 | $249K | Buy |
+1,032
| New | +$249K | 0.1% | 176 |
|