Woodley Farra Manion Portfolio 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 | $422K | Sell |
1,385
-105
| -7% | -$32K | 0.02% | 85 |
|
2025
Q1 | $410K | Buy |
1,490
+22
| +1% | +$6.05K | 0.02% | 81 |
|
2024
Q4 | $426K | Buy |
1,468
+113
| +8% | +$32.8K | 0.02% | 79 |
|
2024
Q3 | $385K | Buy |
1,355
+5
| +0.4% | +$1.42K | 0.02% | 79 |
|
2024
Q2 | $363K | Buy |
1,350
+7
| +0.5% | +$1.88K | 0.02% | 80 |
|
2024
Q1 | $349K | Buy |
1,343
+80
| +6% | +$20.8K | 0.02% | 83 |
|
2023
Q4 | $300K | Buy |
1,263
+19
| +2% | +$4.51K | 0.02% | 84 |
|
2023
Q3 | $264K | Buy |
+1,244
| New | +$264K | 0.02% | 87 |
|
2020
Q3 | – | Sell |
-31
| Closed | -$5K | – | 390 |
|
2020
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 333 |
|
2020
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 336 |
|
2019
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 320 |
|