Widmann Financial Services’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 | $257K | Hold |
847
| – | – | 0.18% | 98 |
|
|
2025
Q1 | $233K | Hold |
847
| – | – | 0.18% | 90 |
|
|
2024
Q4 | $245K | Hold |
847
| – | – | 0.19% | 86 |
|
|
2024
Q3 | $240K | Hold |
847
| – | – | 0.18% | 90 |
|
|
2024
Q2 | $227K | Sell |
847
-134
| -14% | -$35.8K | 0.18% | 88 |
|
|
2024
Q1 | $255K | Hold |
981
| – | – | 0.21% | 82 |
|
|
2023
Q4 | $233K | Hold |
981
| – | – | 0.21% | 83 |
|
|
2023
Q3 | $208K | Hold |
981
| – | – | 0.21% | 80 |
|
|
2023
Q2 | $216K | Hold |
981
| – | – | 0.21% | 77 |
|
|
2023
Q1 | $200K | Sell |
981
-169
| -15% | -$34.5K | 0.2% | 77 |
|
|
2022
Q4 | $220K | Hold |
1,150
| – | – | 0.23% | 74 |
|
|
2022
Q3 | $206K | Sell |
1,150
-150
| -12% | -$26.9K | 0.23% | 76 |
|
|
2022
Q2 | $245K | Sell |
1,300
-42
| -3% | -$7.92K | 0.25% | 71 |
|
|
2022
Q1 | $305K | Sell |
1,342
-18
| -1% | -$4.09K | 0.27% | 66 |
|
|
2021
Q4 | $328K | Buy |
+1,360
| New | +$328K | 0.27% | 63 |
|