Welch & Forbes’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 | $847K | Buy |
2,786
+759
| +37% | +$231K | 0.01% | 234 |
|
|
2025
Q1 | $557K | Buy |
2,027
+3
| +0.1% | +$825 | 0.01% | 266 |
|
|
2024
Q4 | $587K | Sell |
2,024
-70
| -3% | -$20.3K | 0.01% | 263 |
|
|
2024
Q3 | $593K | Buy |
2,094
+1,177
| +128% | +$333K | 0.01% | 271 |
|
|
2024
Q2 | $245K | Sell |
917
-218
| -19% | -$58.3K | ﹤0.01% | 348 |
|
|
2024
Q1 | $295K | Buy |
1,135
+2
| +0.2% | +$520 | ﹤0.01% | 339 |
|
|
2023
Q4 | $269K | Hold |
1,133
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $241K | Hold |
1,133
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $250K | Buy |
+1,133
| New | +$250K | ﹤0.01% | 347 |
|
|
2022
Q3 | – | Sell |
-6,114
| Closed | -$1.15M | – | 382 |
|
|
2022
Q2 | $1.15M | Buy |
+6,114
| New | +$1.15M | 0.02% | 207 |
|