WealthCare Investment Partners’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 | $666K | Buy |
2,162
+67
| +3% | +$20.6K | 0.24% | 85 |
|
|
2025
Q1 | $529K | Sell |
2,095
-48
| -2% | -$12.1K | 0.22% | 83 |
|
|
2024
Q4 | $620K | Sell |
2,143
-14
| -0.6% | -$4.05K | 0.27% | 76 |
|
|
2024
Q3 | $604K | Sell |
2,157
-43
| -2% | -$12K | 0.26% | 75 |
|
|
2024
Q2 | $588K | Sell |
2,200
-113
| -5% | -$30.2K | 0.27% | 76 |
|
|
2024
Q1 | $601K | Sell |
2,313
-181
| -7% | -$47K | 0.29% | 70 |
|
|
2023
Q4 | $590K | Sell |
2,494
-121
| -5% | -$28.6K | 0.32% | 68 |
|
|
2023
Q3 | $555K | Buy |
2,615
+34
| +1% | +$7.21K | 0.34% | 65 |
|
|
2023
Q2 | $569K | Sell |
2,581
-45
| -2% | -$9.91K | 0.34% | 62 |
|
|
2023
Q1 | $536K | Sell |
2,626
-145
| -5% | -$29.6K | 0.32% | 65 |
|
|
2022
Q4 | $530K | Sell |
2,771
-210
| -7% | -$40.2K | 0.36% | 66 |
|
|
2022
Q3 | $535K | Sell |
2,981
-38
| -1% | -$6.82K | 0.44% | 59 |
|
|
2022
Q2 | $569K | Sell |
3,019
-641
| -18% | -$121K | 0.49% | 58 |
|
|
2022
Q1 | $818K | Sell |
3,660
-586
| -14% | -$131K | 0.73% | 39 |
|
|
2021
Q4 | $1.03M | Buy |
+4,246
| New | +$1.03M | 0.99% | 29 |
|