Baldwin 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 | $2.26M | Buy |
7,435
+5
| +0.1% | +$1.52K | 0.27% | 55 |
|
|
2025
Q1 | $2.04M | Buy |
7,430
+57
| +0.8% | +$15.7K | 0.25% | 56 |
|
|
2024
Q4 | $2.14M | Buy |
7,373
+48
| +0.7% | +$13.9K | 0.28% | 52 |
|
|
2024
Q3 | $2.07M | Buy |
7,325
+1,806
| +33% | +$511K | 0.26% | 58 |
|
|
2024
Q2 | $1.48M | Buy |
5,519
+24
| +0.4% | +$6.42K | 0.2% | 72 |
|
|
2024
Q1 | $1.43M | Buy |
5,495
+4,031
| +275% | +$1.05M | 0.19% | 81 |
|
|
2023
Q4 | $347K | Buy |
1,464
+3
| +0.2% | +$712 | 0.05% | 161 |
|
|
2023
Q3 | $310K | Buy |
1,461
+123
| +9% | +$26.1K | 0.05% | 160 |
|
|
2023
Q2 | $295K | Buy |
1,338
+39
| +3% | +$8.59K | 0.05% | 171 |
|
|
2023
Q1 | $265K | Buy |
+1,299
| New | +$265K | 0.05% | 178 |
|
|
2022
Q3 | – | Sell |
-5,459
| Closed | -$1.03K | – | 216 |
|
|
2022
Q2 | $1.03K | Buy |
5,459
+164
| +3% | +$31 | 0.2% | 88 |
|
|
2022
Q1 | $1.21K | Buy |
5,295
+243
| +5% | +$55 | 0.18% | 90 |
|
|
2021
Q4 | $1.22K | Buy |
+5,052
| New | +$1.22K | 0.19% | 91 |
|