Wells Trecaso Financial 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 | $3.25M | Buy |
10,704
+460
| +4% | +$140K | 1% | 26 |
|
|
2025
Q1 | $2.82M | Buy |
10,244
+955
| +10% | +$262K | 0.94% | 27 |
|
|
2024
Q4 | $2.69M | Buy |
9,289
+847
| +10% | +$245K | 0.88% | 29 |
|
|
2024
Q3 | $2.39M | Buy |
8,442
+745
| +10% | +$211K | 0.79% | 30 |
|
|
2024
Q2 | $2.06M | Buy |
7,697
+1,319
| +21% | +$353K | 0.71% | 31 |
|
|
2024
Q1 | $1.66M | Buy |
6,378
+4,659
| +271% | +$1.21M | 0.59% | 37 |
|
|
2023
Q4 | $408K | Buy |
1,719
+50
| +3% | +$11.9K | 0.16% | 60 |
|
|
2023
Q3 | $355K | Hold |
1,669
| – | – | 0.16% | 63 |
|
|
2023
Q2 | $368K | Hold |
1,669
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $341K | Buy |
1,669
+25
| +2% | +$5.1K | 0.16% | 62 |
|
|
2022
Q4 | $314K | Buy |
+1,644
| New | +$314K | 0.16% | 64 |
|