Williams & Novak’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
$529K Sell
1,740
-221
-11% -$67.2K 0.45% 59
2025
Q1
$541K Sell
1,961
-432
-18% -$119K 0.53% 50
2024
Q4
$694K Sell
2,393
-100
-4% -$29K 0.67% 38
2024
Q3
$706K Sell
2,493
-264
-10% -$74.8K 0.66% 42
2024
Q2
$738K Sell
2,757
-2,044
-43% -$547K 0.69% 37
2024
Q1
$1.14M Hold
4,801
1.29% 26
2023
Q4
$1.14M Buy
+4,801
New +$1.14M 1.29% 26