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 |
|