Anchor Capital Advisors’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 | $584K | Hold |
1,920
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $528K | Sell |
1,920
-300
| -14% | -$82.5K | 0.02% | 199 |
|
|
2024
Q4 | $643K | Hold |
2,220
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $629K | Hold |
2,220
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $594K | Hold |
2,220
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $577K | Sell |
2,220
-700
| -24% | -$182K | 0.02% | 198 |
|
|
2023
Q4 | $693K | Hold |
2,920
| – | – | 0.02% | 190 |
|
|
2023
Q3 | $620K | Hold |
2,920
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $643K | Hold |
2,920
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $596K | Buy |
+2,920
| New | +$596K | 0.02% | 206 |
|