Wiser Wealth Management’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 | $1.3M | Sell |
4,266
-1,035
| -20% | -$315K | 0.32% | 23 |
|
|
2025
Q1 | $1.46M | Sell |
5,301
-3,400
| -39% | -$935K | 0.41% | 21 |
|
|
2024
Q4 | $2.52M | Sell |
8,701
-9
| -0.1% | -$2.61K | 0.71% | 15 |
|
|
2024
Q3 | $2.47M | Buy |
8,710
+967
| +12% | +$274K | 0.71% | 15 |
|
|
2024
Q2 | $2.07M | Buy |
7,743
+2,349
| +44% | +$628K | 0.64% | 15 |
|
|
2024
Q1 | $1.4M | Buy |
5,394
+2,233
| +71% | +$580K | 0.46% | 17 |
|
|
2023
Q4 | $736K | Sell |
3,161
-7,176
| -69% | -$1.67M | 0.27% | 22 |
|
|
2023
Q3 | $2.2M | Buy |
10,337
+919
| +10% | +$195K | 0.89% | 16 |
|
|
2023
Q2 | $2.07M | Buy |
9,418
+970
| +11% | +$214K | 0.83% | 17 |
|
|
2023
Q1 | $1.72M | Buy |
8,448
+1,180
| +16% | +$241K | 0.74% | 19 |
|
|
2022
Q4 | $1.39M | Sell |
7,268
-571
| -7% | -$109K | 0.64% | 22 |
|
|
2022
Q3 | $1.41M | Sell |
7,839
-99
| -1% | -$17.8K | 0.74% | 19 |
|
|
2022
Q2 | $1.5M | Buy |
7,938
+1,073
| +16% | +$202K | 0.78% | 21 |
|
|
2022
Q1 | $1.56M | Buy |
6,865
+2,155
| +46% | +$490K | 0.72% | 19 |
|
|
2021
Q4 | $1.14M | Buy |
4,710
+326
| +7% | +$78.7K | 0.56% | 19 |
|
|
2021
Q3 | $974K | Buy |
4,384
+538
| +14% | +$120K | 0.52% | 20 |
|
|
2021
Q2 | $857K | Buy |
3,846
+462
| +14% | +$103K | 0.52% | 20 |
|
|
2021
Q1 | $699K | Buy |
3,384
+1,325
| +64% | +$274K | 0.48% | 20 |
|
|
2020
Q4 | $401K | Buy |
+2,059
| New | +$401K | 0.3% | 24 |
|