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 |
|