BOM
Bank of Marin’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Buy |
+2,708
| New | +$823K | 0.62% | 47 |
|
|
2025
Q1 | – | Sell |
-3,098
| Closed | -$898K | – | 121 |
|
|
2024
Q4 | $898K | Sell |
3,098
-24
| -0.8% | -$6.96K | 0.71% | 42 |
|
|
2024
Q3 | $884K | Sell |
3,122
-21
| -0.7% | -$5.95K | 0.71% | 44 |
|
|
2024
Q2 | $841K | Sell |
3,143
-55
| -2% | -$14.7K | 0.72% | 43 |
|
|
2024
Q1 | $831K | Sell |
3,198
-178
| -5% | -$46.3K | 0.73% | 43 |
|
|
2023
Q4 | $801K | Buy |
3,376
+36
| +1% | +$8.54K | 0.72% | 44 |
|
|
2023
Q3 | $709K | Hold |
3,340
| – | – | 0.69% | 45 |
|
|
2023
Q2 | $736K | Sell |
3,340
-364
| -10% | -$80.2K | 0.69% | 49 |
|
|
2023
Q1 | $756K | Sell |
3,704
-3,798
| -51% | -$775K | 0.72% | 48 |
|
|
2022
Q4 | $1.43M | Sell |
7,502
-10
| -0.1% | -$1.91K | 1.35% | 18 |
|
|
2022
Q3 | $1.35M | Hold |
7,512
| – | – | 1.33% | 18 |
|
|
2022
Q2 | $1.42M | Sell |
7,512
-113
| -1% | -$21.3K | 1.25% | 23 |
|
|
2022
Q1 | $1.74M | Sell |
7,625
-346
| -4% | -$78.8K | 1.26% | 20 |
|
|
2021
Q4 | $1.93M | Sell |
7,971
-1,147
| -13% | -$277K | 1.28% | 18 |
|
|
2021
Q3 | $2.03M | Sell |
9,118
-148
| -2% | -$32.9K | 1.48% | 16 |
|
|
2021
Q2 | $2.07M | Sell |
9,266
-275
| -3% | -$61.3K | 1.51% | 15 |
|
|
2021
Q1 | $1.97M | Sell |
9,541
-739
| -7% | -$153K | 1.56% | 15 |
|
|
2020
Q4 | $2M | Sell |
10,280
-1,212
| -11% | -$236K | 1.68% | 9 |
|
|
2020
Q3 | $1.96M | Sell |
11,492
-313
| -3% | -$53.3K | 2.01% | 8 |
|
|
2020
Q2 | $1.85M | Sell |
11,805
-995
| -8% | -$156K | 2.11% | 7 |
|
|
2020
Q1 | $1.65M | Sell |
12,800
-5,057
| -28% | -$652K | 2.25% | 6 |
|
|
2019
Q4 | $2.92M | Buy |
+17,857
| New | +$2.92M | 2.95% | 3 |
|