WealthBridge Capital Management’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 | $4.55M | Sell |
14,977
-114
| -0.8% | -$34.6K | 1.15% | 20 |
|
|
2025
Q1 | $4.15M | Sell |
15,091
-814
| -5% | -$224K | 1.17% | 21 |
|
|
2024
Q4 | $4.61M | Sell |
15,905
-59
| -0.4% | -$17.1K | 1.28% | 18 |
|
|
2024
Q3 | $4.52M | Sell |
15,964
-157
| -1% | -$44.5K | 1.29% | 19 |
|
|
2024
Q2 | $4.31M | Sell |
16,121
-162
| -1% | -$43.3K | 1.42% | 17 |
|
|
2024
Q1 | $4.23M | Buy |
16,283
+120
| +0.7% | +$31.2K | 1.43% | 17 |
|
|
2023
Q4 | $3.83M | Sell |
16,163
-1,336
| -8% | -$317K | 1.44% | 17 |
|
|
2023
Q3 | $3.72M | Sell |
17,499
-249
| -1% | -$52.9K | 1.53% | 16 |
|
|
2023
Q2 | $3.91M | Sell |
17,748
-147
| -0.8% | -$32.4K | 1.56% | 15 |
|
|
2023
Q1 | $3.65M | Sell |
17,895
-1,228
| -6% | -$251K | 1.46% | 15 |
|
|
2022
Q4 | $3.66M | Sell |
19,123
-67
| -0.3% | -$12.8K | 1.53% | 13 |
|
|
2022
Q3 | $3.62M | Hold |
19,190
| – | – | 1.54% | 13 |
|
|
2022
Q2 | $3.62M | Buy |
19,190
+1,260
| +7% | +$238K | 1.54% | 13 |
|
|
2022
Q1 | $4.08M | Buy |
17,930
+43
| +0.2% | +$9.79K | 1.53% | 15 |
|
|
2021
Q4 | $4.32M | Sell |
17,887
-4,401
| -20% | -$1.06M | 1.61% | 16 |
|
|
2021
Q3 | $4.95M | Sell |
22,288
-1,595
| -7% | -$354K | 1.85% | 13 |
|
|
2021
Q2 | $5.32M | Buy |
23,883
+2,609
| +12% | +$581K | 1.94% | 12 |
|
|
2021
Q1 | $4.4M | Buy |
21,274
+528
| +3% | +$109K | 1.79% | 14 |
|
|
2020
Q4 | $4.04M | Buy |
20,746
+1,319
| +7% | +$257K | 1.77% | 14 |
|
|
2020
Q3 | $3.31M | Buy |
19,427
+837
| +5% | +$143K | 1.7% | 15 |
|
|
2020
Q2 | $2.91M | Buy |
18,590
+3,947
| +27% | +$618K | 1.65% | 16 |
|
|
2020
Q1 | $1.89M | Buy |
14,643
+11,971
| +448% | +$1.54M | 1.31% | 20 |
|
|
2019
Q4 | $437K | Sell |
2,672
-831
| -24% | -$136K | 0.28% | 76 |
|
|
2019
Q3 | $529K | Buy |
3,503
+1,251
| +56% | +$189K | 0.38% | 62 |
|
|
2019
Q2 | $287K | Sell |
2,252
-672
| -23% | -$85.6K | 0.26% | 79 |
|
|
2019
Q1 | $429K | Buy |
2,924
+672
| +30% | +$98.6K | 0.27% | 67 |
|
|
2018
Q4 | $287K | Buy |
+2,252
| New | +$287K | 0.22% | 79 |
|