West Michigan 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 | $963K | Buy |
3,159
+171
| +6% | +$52.1K | 0.27% | 70 |
|
2025
Q1 | $821K | Sell |
2,988
-543
| -15% | -$149K | 0.27% | 66 |
|
2024
Q4 | $1.02M | Sell |
3,531
-10
| -0.3% | -$2.9K | 0.31% | 61 |
|
2024
Q3 | $1.01M | Buy |
3,541
+334
| +10% | +$94.9K | 0.3% | 64 |
|
2024
Q2 | $861K | Buy |
3,207
+520
| +19% | +$140K | 0.27% | 65 |
|
2024
Q1 | $698K | Buy |
+2,687
| New | +$698K | 0.23% | 71 |
|
2023
Q4 | – | Sell |
-2,471
| Closed | -$525K | – | 167 |
|
2023
Q3 | $525K | Sell |
2,471
-56
| -2% | -$11.9K | 0.28% | 75 |
|
2023
Q2 | $557K | Sell |
2,527
-195
| -7% | -$43K | 0.22% | 101 |
|
2023
Q1 | $556K | Sell |
2,722
-916
| -25% | -$187K | 0.32% | 71 |
|
2022
Q4 | $695K | Sell |
3,638
-2,220
| -38% | -$424K | 0.51% | 44 |
|
2022
Q3 | $1.05M | Sell |
5,858
-1,993
| -25% | -$358K | 0.92% | 27 |
|
2022
Q2 | $1.48M | Sell |
7,851
-34,576
| -81% | -$6.52M | 1.27% | 18 |
|
2022
Q1 | $9.66M | Sell |
42,427
-10,965
| -21% | -$2.5M | 6.52% | 2 |
|
2021
Q4 | $12.9M | Buy |
+53,392
| New | +$12.9M | 9.6% | 1 |
|