WESPAC Advisors SoCal’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
Q1 | – | Sell |
-901
| Closed | -$261K | – | 113 |
|
|
2024
Q4 | $261K | Hold |
901
| – | – | 0.06% | 94 |
|
|
2024
Q3 | $255K | Buy |
+901
| New | +$255K | 0.06% | 92 |
|
|
2019
Q2 | – | Sell |
-165
| Closed | -$23K | – | 308 |
|
|
2019
Q1 | $23K | Buy |
+165
| New | +$23K | 0.01% | 163 |
|
|
2018
Q2 | – | Sell |
-655
| Closed | -$88K | – | 246 |
|
|
2018
Q1 | $88K | Hold |
655
| – | – | 0.05% | 98 |
|
|
2017
Q4 | $89K | Hold |
655
| – | – | 0.05% | 104 |
|
|
2017
Q3 | $84K | Hold |
655
| – | – | 0.05% | 108 |
|
|
2017
Q2 | $81K | Buy |
+655
| New | +$81K | 0.05% | 106 |
|