WealthShield 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 | $837K | Sell |
2,753
-616
| -18% | -$187K | 0.1% | 187 |
|
|
2025
Q1 | $926K | Sell |
3,369
-712
| -17% | -$196K | 0.12% | 172 |
|
|
2024
Q4 | $1.18M | Buy |
4,081
+348
| +9% | +$101K | 0.17% | 133 |
|
|
2024
Q3 | $1.06M | Buy |
3,733
+448
| +14% | +$127K | 0.14% | 149 |
|
|
2024
Q2 | $882K | Buy |
3,285
+201
| +7% | +$54K | 0.13% | 160 |
|
|
2024
Q1 | $801K | Sell |
3,084
-67
| -2% | -$17.4K | 0.13% | 163 |
|
|
2023
Q4 | $748K | Sell |
3,151
-692
| -18% | -$164K | 0.12% | 167 |
|
|
2023
Q3 | $816K | Buy |
3,843
+160
| +4% | +$34K | 0.12% | 166 |
|
|
2023
Q2 | $811K | Buy |
3,683
+602
| +20% | +$133K | 0.12% | 169 |
|
|
2023
Q1 | $629K | Buy |
3,081
+2
| +0.1% | +$408 | 0.1% | 187 |
|
|
2022
Q4 | $589K | Sell |
3,079
-381
| -11% | -$72.9K | 0.11% | 179 |
|
|
2022
Q3 | $621K | Sell |
3,460
-1,106
| -24% | -$199K | 0.12% | 176 |
|
|
2022
Q2 | $861K | Sell |
4,566
-82,737
| -95% | -$15.6M | 0.17% | 144 |
|
|
2022
Q1 | $19.9M | Buy |
87,303
+82,158
| +1,597% | +$18.7M | 3.18% | 3 |
|
|
2021
Q4 | $1.24M | Buy |
5,145
+733
| +17% | +$177K | 0.21% | 106 |
|
|
2021
Q3 | $980K | Sell |
4,412
-4,435
| -50% | -$985K | 0.26% | 84 |
|
|
2021
Q2 | $1.97M | Buy |
8,847
+489
| +6% | +$109K | 0.31% | 62 |
|
|
2021
Q1 | $1.73M | Buy |
8,358
+3,455
| +70% | +$714K | 0.31% | 75 |
|
|
2020
Q4 | $954K | Sell |
4,903
-82
| -2% | -$16K | 0.18% | 107 |
|
|
2020
Q3 | $849K | Buy |
4,985
+89
| +2% | +$15.2K | 0.3% | 76 |
|
|
2020
Q2 | $766K | Sell |
4,896
-796
| -14% | -$125K | 0.35% | 63 |
|
|
2020
Q1 | $734K | Sell |
5,692
-1,357
| -19% | -$175K | 0.45% | 51 |
|
|
2019
Q4 | $1.15M | Buy |
7,049
+53
| +0.8% | +$8.67K | 0.56% | 36 |
|
|
2019
Q3 | $1.06M | Sell |
6,996
-476
| -6% | -$71.8K | 0.56% | 36 |
|
|
2019
Q2 | $1.12M | Sell |
7,472
-405
| -5% | -$60.8K | 0.65% | 30 |
|
|
2019
Q1 | $1.14M | Sell |
7,877
-10,653
| -57% | -$1.54M | 0.64% | 33 |
|
|
2018
Q4 | $2.37M | Sell |
18,530
-1,784
| -9% | -$228K | 1.61% | 13 |
|
|
2018
Q3 | $3.05M | Sell |
20,314
-1,884
| -8% | -$283K | 1.74% | 10 |
|
|
2018
Q2 | $3.12M | Sell |
22,198
-169
| -0.8% | -$23.7K | 1.9% | 14 |
|
|
2018
Q1 | $3.04M | Buy |
22,367
+140
| +0.6% | +$19K | 1.92% | 15 |
|
|
2017
Q4 | $3.06M | Buy |
+22,227
| New | +$3.06M | 1.86% | 17 |
|