Wheelhouse 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 | $373K | Sell |
1,225
-104
| -8% | -$31.6K | 0.18% | 32 |
|
|
2025
Q1 | $366K | Sell |
1,329
-487
| -27% | -$134K | 0.21% | 34 |
|
|
2024
Q4 | $527K | Buy |
1,816
+123
| +7% | +$35.7K | 0.31% | 29 |
|
|
2024
Q3 | $479K | Sell |
1,693
-298
| -15% | -$84.4K | 0.31% | 31 |
|
|
2024
Q2 | $537K | Buy |
1,991
+155
| +8% | +$41.8K | 0.38% | 25 |
|
|
2024
Q1 | $477K | Sell |
1,836
-285
| -13% | -$74.1K | 0.37% | 25 |
|
|
2023
Q4 | $503K | Buy |
+2,121
| New | +$503K | 0.44% | 23 |
|