Windsor 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 | $739K | Buy |
2,432
+7
| +0.3% | +$2.13K | 1.05% | 18 |
|
|
2025
Q1 | $667K | Sell |
2,425
-2,017
| -45% | -$554K | 0.86% | 22 |
|
|
2024
Q4 | $1.29M | Buy |
4,442
+2,571
| +137% | +$745K | 1.5% | 12 |
|
|
2024
Q3 | $530K | Buy |
1,871
+21
| +1% | +$5.95K | 0.6% | 33 |
|
|
2024
Q2 | $495K | Buy |
1,850
+22
| +1% | +$5.88K | 0.99% | 21 |
|
|
2024
Q1 | $475K | Buy |
1,828
+25
| +1% | +$6.5K | 1.34% | 21 |
|
|
2023
Q4 | $428K | Buy |
1,803
+25
| +1% | +$5.93K | 1.27% | 24 |
|
|
2023
Q3 | $378K | Hold |
1,778
| – | – | 0.9% | 30 |
|
|
2023
Q2 | $392K | Hold |
1,778
| – | – | 0.97% | 27 |
|
|
2023
Q1 | $363K | Sell |
1,778
-102
| -5% | -$20.8K | 0.87% | 27 |
|
|
2022
Q4 | $359K | Buy |
+1,880
| New | +$359K | 0.95% | 28 |
|