Whelan Financial’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 | $2.25M | Buy |
7,392
+617
| +9% | +$188K | 0.81% | 16 |
|
|
2025
Q1 | $1.86M | Sell |
6,775
-27
| -0.4% | -$7.42K | 0.72% | 14 |
|
|
2024
Q4 | $1.97M | Buy |
6,802
+50
| +0.7% | +$14.5K | 0.78% | 13 |
|
|
2024
Q3 | $1.91M | Sell |
6,752
-234
| -3% | -$66.3K | 0.79% | 14 |
|
|
2024
Q2 | $1.87M | Sell |
6,986
-11
| -0.2% | -$2.94K | 0.83% | 11 |
|
|
2024
Q1 | $1.82M | Sell |
6,997
-147
| -2% | -$38.2K | 0.83% | 13 |
|
|
2023
Q4 | $1.69M | Buy |
7,144
+6
| +0.1% | +$1.42K | 0.79% | 12 |
|
|
2023
Q3 | $1.52M | Buy |
7,138
+300
| +4% | +$63.7K | 0.8% | 13 |
|
|
2023
Q2 | $1.51M | Sell |
6,838
-236
| -3% | -$52K | 0.79% | 13 |
|
|
2023
Q1 | $1.44M | Sell |
7,074
-360
| -5% | -$73.5K | 0.8% | 12 |
|
|
2022
Q4 | $1.42M | Buy |
7,434
+1,275
| +21% | +$244K | 0.86% | 11 |
|
|
2022
Q3 | $1.11M | Sell |
6,159
-4,264
| -41% | -$765K | 0.76% | 12 |
|
|
2022
Q2 | $1.97M | Buy |
10,423
+124
| +1% | +$23.4K | 1.33% | 10 |
|
|
2022
Q1 | $2.35M | Buy |
10,299
+7,375
| +252% | +$1.68M | 1.44% | 9 |
|
|
2021
Q4 | $706K | Buy |
2,924
+7
| +0.2% | +$1.69K | 0.44% | 11 |
|
|
2021
Q3 | $648K | Buy |
+2,917
| New | +$648K | 0.59% | 10 |
|