WorthPointe’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
2024
Q1
Sell
-2,252
Closed -$534K 84
2023
Q4
$534K Buy
+2,252
New +$534K 0.27% 43
2023
Q3
Sell
-1,559
Closed -$343K 68
2023
Q2
$343K Buy
+1,559
New +$343K 0.21% 39