World Equity 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 | $863K | Sell |
2,839
-503
| -15% | -$153K | 0.24% | 91 |
|
2025
Q1 | $919K | Sell |
3,342
-1,944
| -37% | -$534K | 0.26% | 86 |
|
2024
Q4 | $1.53M | Buy |
5,286
+2,614
| +98% | +$758K | 0.33% | 65 |
|
2024
Q3 | $757K | Buy |
2,672
+175
| +7% | +$49.6K | 0.27% | 84 |
|
2024
Q2 | $668K | Sell |
2,497
-2,295
| -48% | -$614K | 0.2% | 135 |
|
2024
Q1 | $1.25M | Sell |
4,792
-2,196
| -31% | -$571K | 0.26% | 101 |
|
2023
Q4 | $1.66M | Buy |
6,988
+164
| +2% | +$38.9K | 0.33% | 73 |
|
2023
Q3 | $1.43M | Buy |
6,824
+2,949
| +76% | +$619K | 0.3% | 84 |
|
2023
Q2 | $854K | Sell |
3,875
-1,696
| -30% | -$374K | 0.25% | 105 |
|
2023
Q1 | $225K | Buy |
5,571
+690
| +14% | +$27.9K | 0.03% | 441 |
|
2022
Q4 | $933K | Sell |
4,881
-28
| -0.6% | -$5.35K | 0.22% | 117 |
|
2022
Q3 | $881K | Sell |
4,909
-85
| -2% | -$15.3K | 0.22% | 113 |
|
2022
Q2 | $942K | Buy |
4,994
+470
| +10% | +$88.6K | 0.24% | 115 |
|
2022
Q1 | $1.03M | Buy |
+4,524
| New | +$1.03M | 0.22% | 128 |
|