Anchor Investment 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 | $3.23M | Sell |
10,623
-730
| -6% | -$222K | 0.28% | 91 |
|
2025
Q1 | $3.12M | Buy |
11,353
+10
| +0.1% | +$2.75K | 0.29% | 93 |
|
2024
Q4 | $3.29M | Sell |
11,343
-1,213
| -10% | -$352K | 0.31% | 88 |
|
2024
Q3 | $3.56M | Sell |
12,556
-1,295
| -9% | -$367K | 0.34% | 77 |
|
2024
Q2 | $3.71M | Buy |
13,851
+1,536
| +12% | +$411K | 0.38% | 67 |
|
2024
Q1 | $3.2M | Sell |
12,315
-165
| -1% | -$42.9K | 0.34% | 82 |
|
2023
Q4 | $2.96M | Sell |
12,480
-219
| -2% | -$52K | 0.34% | 83 |
|
2023
Q3 | $2.7M | Buy |
12,699
+1,417
| +13% | +$301K | 0.35% | 78 |
|
2023
Q2 | $2.49M | Buy |
11,282
+41
| +0.4% | +$9.03K | 0.32% | 91 |
|
2023
Q1 | $2.29M | Sell |
11,241
-362
| -3% | -$73.9K | 0.31% | 87 |
|
2022
Q4 | $2.22M | Sell |
11,603
-385
| -3% | -$73.6K | 0.32% | 88 |
|
2022
Q3 | $2.15M | Sell |
11,988
-423
| -3% | -$75.9K | 0.33% | 81 |
|
2022
Q2 | $2.34M | Sell |
12,411
-409
| -3% | -$77.1K | 0.34% | 79 |
|
2022
Q1 | $2.92M | Sell |
12,820
-490
| -4% | -$112K | 0.37% | 74 |
|
2021
Q4 | $3.21M | Buy |
13,310
+1,422
| +12% | +$343K | 0.4% | 74 |
|
2021
Q3 | $2.64M | Buy |
11,888
+467
| +4% | +$104K | 0.37% | 74 |
|
2021
Q2 | $2.54M | Buy |
11,421
+828
| +8% | +$184K | 0.35% | 78 |
|
2021
Q1 | $2.19M | Buy |
10,593
+50
| +0.5% | +$10.3K | 0.33% | 84 |
|
2020
Q4 | $2.05M | Buy |
10,543
+258
| +3% | +$50.2K | 0.37% | 81 |
|
2020
Q3 | $1.75M | Buy |
10,285
+72
| +0.7% | +$12.3K | 0.36% | 82 |
|
2020
Q2 | $1.6M | Sell |
10,213
-60
| -0.6% | -$9.39K | 0.36% | 80 |
|
2020
Q1 | $1.32M | Buy |
10,273
+141
| +1% | +$18.2K | 0.34% | 82 |
|
2019
Q4 | $1.66M | Buy |
10,132
+39
| +0.4% | +$6.38K | 0.35% | 86 |
|
2019
Q3 | $1.52M | Sell |
10,093
-34
| -0.3% | -$5.13K | 0.35% | 82 |
|
2019
Q2 | $1.52M | Buy |
10,127
+75
| +0.7% | +$11.3K | 0.36% | 82 |
|
2019
Q1 | $1.45M | Sell |
10,052
-1,641
| -14% | -$237K | 0.36% | 78 |
|
2018
Q4 | $1.49M | Buy |
11,693
+37
| +0.3% | +$4.72K | 0.43% | 66 |
|
2018
Q3 | $1.74M | Hold |
11,656
| – | – | 0.4% | 72 |
|
2018
Q2 | $1.64M | Buy |
11,656
+2,153
| +23% | +$302K | 0.4% | 73 |
|
2018
Q1 | $1.29M | Sell |
9,503
-227
| -2% | -$30.8K | 0.34% | 83 |
|
2017
Q4 | $1.34M | Buy |
9,730
+1,030
| +12% | +$141K | 0.35% | 79 |
|
2017
Q3 | $1.13M | Buy |
8,700
+4,455
| +105% | +$577K | 0.33% | 91 |
|
2017
Q2 | $528K | Buy |
4,245
+199
| +5% | +$24.8K | 0.18% | 132 |
|
2017
Q1 | $491K | Buy |
4,046
+843
| +26% | +$102K | 0.17% | 130 |
|
2016
Q4 | $369K | Buy |
3,203
+69
| +2% | +$7.96K | 0.14% | 152 |
|
2016
Q3 | $349K | Buy |
3,134
+136
| +5% | +$15.1K | 0.14% | 166 |
|
2016
Q2 | $321K | Buy |
2,998
+81
| +3% | +$8.68K | 0.13% | 172 |
|
2016
Q1 | $306K | Buy |
+2,917
| New | +$306K | 0.13% | 168 |
|