Welch Group’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 | $740K | Buy |
2,435
+591
| +32% | +$180K | 0.03% | 126 |
|
|
2025
Q1 | $504K | Sell |
1,844
-99
| -5% | -$27.1K | 0.02% | 141 |
|
|
2024
Q4 | $565K | Sell |
1,943
-28
| -1% | -$8.14K | 0.03% | 142 |
|
|
2024
Q3 | $558K | Buy |
1,971
+3
| +0.2% | +$849 | 0.02% | 137 |
|
|
2024
Q2 | $526K | Buy |
1,968
+248
| +14% | +$66.3K | 0.03% | 137 |
|
|
2024
Q1 | $447K | Sell |
1,720
-76
| -4% | -$19.8K | 0.02% | 134 |
|
|
2023
Q4 | $426K | Sell |
1,796
-192
| -10% | -$45.5K | 0.02% | 136 |
|
|
2023
Q3 | $422K | Buy |
1,988
+69
| +4% | +$14.7K | 0.03% | 119 |
|
|
2023
Q2 | $423K | Sell |
1,919
-36
| -2% | -$7.93K | 0.02% | 124 |
|
|
2023
Q1 | $399K | Buy |
1,955
+217
| +12% | +$44.3K | 0.02% | 128 |
|
|
2022
Q4 | $332K | Buy |
+1,738
| New | +$332K | 0.02% | 147 |
|
|
2020
Q1 | – | Sell |
-1,106
| Closed | -$181K | – | 173 |
|
|
2019
Q4 | $181K | Hold |
1,106
| – | – | 0.02% | 118 |
|
|
2019
Q3 | $167K | Hold |
1,106
| – | – | 0.02% | 122 |
|
|
2019
Q2 | $166K | Sell |
1,106
-540
| -33% | -$81K | 0.02% | 117 |
|
|
2019
Q1 | $238K | Sell |
1,646
-11,101
| -87% | -$1.61M | 0.03% | 111 |
|
|
2018
Q4 | $1.63M | Buy |
+12,747
| New | +$1.63M | 0.2% | 45 |
|