Websterrogers Financial Advisors’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 | $585K | Sell |
1,924
-6
| -0.3% | -$1.82K | 0.19% | 49 |
|
|
2025
Q1 | $530K | Buy |
1,930
+860
| +80% | +$236K | 0.18% | 49 |
|
|
2024
Q4 | $310K | Buy |
1,070
+3
| +0.3% | +$870 | 0.11% | 62 |
|
|
2024
Q3 | $302K | Buy |
+1,067
| New | +$302K | 0.11% | 59 |
|
|
2023
Q2 | – | Sell |
-4,878
| Closed | -$996K | – | 65 |
|
|
2023
Q1 | $996K | Buy |
4,878
+2
| +0% | +$408 | 0.46% | 33 |
|
|
2022
Q4 | $932K | Buy |
4,876
+22
| +0.5% | +$4.21K | 0.45% | 34 |
|
|
2022
Q3 | $871K | Sell |
4,854
-1,078
| -18% | -$193K | 0.46% | 27 |
|
|
2022
Q2 | $1.12M | Sell |
5,932
-323
| -5% | -$60.9K | 0.55% | 21 |
|
|
2022
Q1 | $1.43M | Sell |
6,255
-40
| -0.6% | -$9.15K | 0.73% | 25 |
|
|
2021
Q4 | $1.52M | Buy |
6,295
+674
| +12% | +$163K | 0.34% | 32 |
|
|
2021
Q3 | $1.25M | Sell |
5,621
-127
| -2% | -$28.2K | 0.29% | 31 |
|
|
2021
Q2 | $1.26M | Sell |
5,748
-176
| -3% | -$38.6K | 0.3% | 30 |
|
|
2021
Q1 | $1.22M | Sell |
5,924
-105
| -2% | -$21.7K | 0.33% | 25 |
|
|
2020
Q4 | $1.2M | Buy |
+6,029
| New | +$1.2M | 0.35% | 24 |
|