Your Advocates Ltd’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 | $324K | Buy |
1,067
+192
| +22% | +$58.4K | 0.12% | 23 |
|
|
2025
Q1 | $240K | Hold |
875
| – | – | 0.09% | 26 |
|
|
2024
Q4 | $254K | Buy |
+875
| New | +$254K | 0.1% | 24 |
|
|
2024
Q2 | – | Sell |
-71
| Closed | -$18.5K | – | 261 |
|
|
2024
Q1 | $18.5K | Sell |
71
-30
| -30% | -$7.8K | 0.01% | 90 |
|
|
2023
Q4 | $24K | Sell |
101
-308
| -75% | -$73.1K | 0.01% | 81 |
|
|
2023
Q3 | $86.9K | Buy |
409
+379
| +1,263% | +$80.5K | 0.05% | 42 |
|
|
2023
Q2 | $6.61K | Hold |
30
| – | – | ﹤0.01% | 156 |
|
|
2023
Q1 | $6.12K | Hold |
30
| – | – | ﹤0.01% | 119 |
|
|
2022
Q4 | $5.74K | Buy |
30
+5
| +20% | +$956 | ﹤0.01% | 110 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 125 |
|
|
2022
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 119 |
|
|
2022
Q1 | $6K | Buy |
25
+15
| +150% | +$3.6K | ﹤0.01% | 125 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 174 |
|