Westshore Wealth’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 | $1.61M | Buy |
5,296
+25
| +0.5% | +$7.6K | 0.62% | 23 |
|
|
2025
Q1 | $1.45M | Buy |
5,271
+7
| +0.1% | +$1.92K | 0.61% | 24 |
|
|
2024
Q4 | $1.53M | Buy |
5,264
+11
| +0.2% | +$3.19K | 0.62% | 23 |
|
|
2024
Q3 | $1.49M | Buy |
5,253
+7
| +0.1% | +$1.98K | 0.61% | 23 |
|
|
2024
Q2 | $1.4M | Hold |
5,246
| – | – | 0.58% | 22 |
|
|
2024
Q1 | $1.36M | Buy |
5,246
+630
| +14% | +$164K | 0.57% | 23 |
|
|
2023
Q4 | $1.1M | Sell |
4,616
-193
| -4% | -$45.8K | 0.51% | 21 |
|
|
2023
Q3 | $1.02M | Buy |
4,809
+207
| +4% | +$44K | 0.57% | 19 |
|
|
2023
Q2 | $1.01M | Buy |
4,602
+7
| +0.2% | +$1.54K | 0.52% | 22 |
|
|
2023
Q1 | $938K | Buy |
4,595
+7
| +0.2% | +$1.43K | 0.49% | 23 |
|
|
2022
Q4 | $877K | Buy |
4,588
+9
| +0.2% | +$1.72K | 0.5% | 23 |
|
|
2022
Q3 | $822K | Buy |
4,579
+379
| +9% | +$68K | 0.57% | 17 |
|
|
2022
Q2 | $792K | Buy |
4,200
+7
| +0.2% | +$1.32K | 0.52% | 23 |
|
|
2022
Q1 | $955K | Buy |
4,193
+1,796
| +75% | +$409K | 0.64% | 20 |
|
|
2021
Q4 | $579K | Hold |
2,397
| – | – | 0.4% | 32 |
|
|
2021
Q3 | $532K | Buy |
2,397
+22
| +0.9% | +$4.88K | 0.43% | 32 |
|
|
2021
Q2 | $529K | Sell |
2,375
-9
| -0.4% | -$2.01K | 0.27% | 64 |
|
|
2021
Q1 | $493K | Buy |
+2,384
| New | +$493K | 0.28% | 60 |
|