Wellspring 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 | $59.1M | Buy |
6,180,604
+2,640
| +0% | +$25.2K | 5.94% | 4 |
|
|
2025
Q1 | $53.3M | Sell |
6,177,964
-9,612
| -0.2% | -$82.9K | 5.93% | 4 |
|
|
2024
Q4 | $58.7M | Buy |
6,187,576
+3,052
| +0% | +$28.9K | 6.13% | 4 |
|
|
2024
Q3 | $56.6M | Sell |
6,184,524
-1,042
| -0% | -$9.54K | 6.75% | 3 |
|
|
2024
Q2 | $54.1M | Buy |
6,185,566
+4,312
| +0.1% | +$37.7K | 7.36% | 2 |
|
|
2024
Q1 | $51.6M | Buy |
6,181,254
+7,127
| +0.1% | +$59.5K | 8.15% | 2 |
|
|
2023
Q4 | $45.9M | Sell |
6,174,127
-709
| -0% | -$5.27K | 11.43% | 1 |
|
|
2023
Q3 | $41.9M | Sell |
6,174,836
-2,337
| -0% | -$15.9K | 12.25% | 1 |
|
|
2023
Q2 | $43.7M | Sell |
6,177,173
-8,895
| -0.1% | -$63K | 12.37% | 1 |
|
|
2023
Q1 | $42.8M | Sell |
6,186,068
-6,098
| -0.1% | -$42.2K | 12.7% | 1 |
|
|
2022
Q4 | $41.6M | Sell |
6,192,166
-7,664
| -0.1% | -$51.5K | 13.85% | 1 |
|
|
2022
Q3 | $40.8M | Sell |
6,199,830
-2,617
| -0% | -$17.2K | 15.07% | 1 |
|
|
2022
Q2 | $43.1M | Sell |
6,202,447
-7,058
| -0.1% | -$49K | 15% | 1 |
|
|
2022
Q1 | $52.4M | Buy |
6,209,505
+488
| +0% | +$4.12K | 15.43% | 1 |
|
|
2021
Q4 | $55.1M | Sell |
6,209,017
-152,225
| -2% | -$1.35M | 15.34% | 1 |
|
|
2021
Q3 | $51.8M | Buy |
6,361,242
+6,153,390
| +2,960% | +$50.1M | 15.59% | 1 |
|
|
2021
Q2 | $46.3M | Sell |
207,852
-84,316
| -29% | -$18.8M | 14.56% | 1 |
|
|
2021
Q1 | $37.7M | Buy |
292,168
+75,203
| +35% | +$9.69M | 18.16% | 1 |
|
|
2020
Q4 | $42.2M | Sell |
216,965
-9,897
| -4% | -$1.93M | 14.74% | 1 |
|
|
2020
Q3 | $38.6M | Sell |
226,862
-1,321
| -0.6% | -$225K | 15.14% | 1 |
|
|
2020
Q2 | $35.7M | Sell |
228,183
-63,985
| -22% | -$10M | 14.74% | 1 |
|
|
2020
Q1 | $37.7M | Buy |
+292,168
| New | +$37.7M | 18.16% | 1 |
|