Weitzel Financial Services’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 | $8M | Buy |
25,522
+980
| +4% | +$307K | 3.39% | 12 |
|
|
2025
Q1 | $6.49M | Buy |
24,542
+576
| +2% | +$152K | 3.09% | 12 |
|
|
2024
Q4 | $7M | Buy |
23,966
+1,143
| +5% | +$334K | 3.3% | 10 |
|
|
2024
Q3 | $6.41M | Buy |
22,823
+1,209
| +6% | +$339K | 3.01% | 11 |
|
|
2024
Q2 | $5.79M | Buy |
21,614
+1,622
| +8% | +$435K | 2.89% | 11 |
|
|
2024
Q1 | $5.18M | Buy |
19,992
+301
| +2% | +$77.9K | 2.61% | 11 |
|
|
2023
Q4 | $4.65M | Buy |
19,691
+3,276
| +20% | +$773K | 2.49% | 11 |
|
|
2023
Q3 | $3.45M | Buy |
16,415
+1,753
| +12% | +$368K | 2.02% | 13 |
|
|
2023
Q2 | $3.23M | Buy |
14,662
+1,556
| +12% | +$343K | 1.83% | 13 |
|
|
2023
Q1 | $2.68M | Buy |
13,106
+283
| +2% | +$57.9K | 1.61% | 13 |
|
|
2022
Q4 | $2.45M | Sell |
12,823
-73
| -0.6% | -$14K | 1.57% | 13 |
|
|
2022
Q3 | $2.31M | Buy |
12,896
+1,342
| +12% | +$241K | 1.63% | 13 |
|
|
2022
Q2 | $2.18M | Sell |
11,554
-107
| -0.9% | -$20.2K | 1.47% | 16 |
|
|
2022
Q1 | $2.66M | Buy |
11,661
+63
| +0.5% | +$14.3K | 1.7% | 14 |
|
|
2021
Q4 | $2.8M | Buy |
11,598
+41
| +0.4% | +$9.9K | 1.69% | 13 |
|
|
2021
Q3 | $2.6M | Sell |
11,557
-2,470,181
| -100% | -$556M | 1.69% | 13 |
|
|
2021
Q2 | $10.9M | Buy |
2,481,738
+2,470,844
| +22,681% | +$10.9M | 0.38% | 15 |
|
|
2021
Q1 | $2.28M | Buy |
10,894
+35
| +0.3% | +$7.34K | 1.6% | 14 |
|
|
2020
Q4 | $2.25M | Buy |
+10,859
| New | +$2.25M | 1.68% | 13 |
|