Annis Gardner Whiting 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 | $32M | Buy |
104,950
+4,652
| +5% | +$1.42M | 11.07% | 1 |
|
|
2025
Q1 | $27.6M | Buy |
100,298
+5,942
| +6% | +$1.63M | 11.66% | 1 |
|
|
2024
Q4 | $27.3M | Buy |
94,356
+305
| +0.3% | +$88.4K | 7.66% | 2 |
|
|
2024
Q3 | $26.7M | Buy |
94,051
+26,674
| +40% | +$7.58M | 7.52% | 2 |
|
|
2024
Q2 | $18.1M | Buy |
67,377
+7,320
| +12% | +$1.96M | 5.14% | 2 |
|
|
2024
Q1 | $15.6M | Buy |
60,057
+2,388
| +4% | +$621K | 5.59% | 2 |
|
|
2023
Q4 | $13.7M | Sell |
57,669
-1,501
| -3% | -$356K | 6.05% | 2 |
|
|
2023
Q3 | $12.6M | Buy |
+59,170
| New | +$12.6M | 6.7% | 2 |
|