B&D White Capital Company’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
$35.6M Buy
+117,150
New +$35.6M 5.42% 3
2023
Q2
Sell
-1,088
Closed -$222K 70
2023
Q1
$222K Hold
1,088
0.08% 50
2022
Q4
$208K Buy
+1,088
New +$208K 0.05% 57
2022
Q3
Sell
-135,416
Closed -$25.5M 67
2022
Q2
$25.5M Buy
135,416
+15,249
+13% +$2.88M 10.87% 3
2022
Q1
$27.4M Buy
120,167
+117,036
+3,738% +$26.6M 8.72% 2
2021
Q4
$756K Sell
3,131
-13,084
-81% -$3.16M 0.25% 38
2021
Q3
$3.6M Sell
16,215
-91
-0.6% -$20.2K 1.39% 26
2021
Q2
$3.63M Buy
16,306
+121
+0.7% +$27K 1.62% 15
2021
Q1
$3.24M Buy
16,185
+2,836
+21% +$567K 1.72% 18
2020
Q4
$2.6M Buy
+13,349
New +$2.6M 1.48% 17