Wescott Financial Advisory 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 | $5.01M | Buy |
16,474
+12,115
| +278% | +$3.68M | 0.48% | 38 |
|
|
2025
Q1 | $1.2M | Buy |
4,359
+14
| +0.3% | +$3.85K | 0.12% | 75 |
|
|
2024
Q4 | $1.26M | Sell |
4,345
-262
| -6% | -$75.9K | 0.13% | 74 |
|
|
2024
Q3 | $1.3M | Buy |
4,607
+50
| +1% | +$14.2K | 0.14% | 76 |
|
|
2024
Q2 | $1.22M | Sell |
4,557
-216
| -5% | -$57.8K | 0.14% | 78 |
|
|
2024
Q1 | $1.24M | Sell |
4,773
-901
| -16% | -$234K | 0.15% | 69 |
|
|
2023
Q4 | $1.35M | Buy |
5,674
+1,314
| +30% | +$312K | 0.19% | 63 |
|
|
2023
Q3 | $926K | Buy |
4,360
+26
| +0.6% | +$5.52K | 0.17% | 73 |
|
|
2023
Q2 | $955K | Sell |
4,334
-1,732
| -29% | -$382K | 0.17% | 73 |
|
|
2023
Q1 | $1.24M | Sell |
6,066
-865
| -12% | -$177K | 0.27% | 56 |
|
|
2022
Q4 | $1.33M | Buy |
6,931
+1,100
| +19% | +$210K | 0.29% | 51 |
|
|
2022
Q3 | $1.05M | Buy |
5,831
+17
| +0.3% | +$3.05K | 0.29% | 46 |
|
|
2022
Q2 | $1.1M | Buy |
5,814
+137
| +2% | +$25.9K | 0.3% | 49 |
|
|
2022
Q1 | $1.29M | Buy |
5,677
+3,876
| +215% | +$882K | 0.33% | 46 |
|
|
2021
Q4 | $435K | Buy |
1,801
+591
| +49% | +$143K | 0.22% | 44 |
|
|
2021
Q3 | $269K | Buy |
+1,210
| New | +$269K | 0.15% | 59 |
|