Baron Financial Group’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 | $1.85M | Sell |
6,090
-145
| -2% | -$44.1K | 1.09% | 29 |
|
|
2025
Q1 | $1.71M | Sell |
6,235
-50
| -0.8% | -$13.7K | 1.08% | 29 |
|
|
2024
Q4 | $1.82M | Sell |
6,285
-50
| -0.8% | -$14.5K | 1.13% | 28 |
|
|
2024
Q3 | $1.79M | Hold |
6,335
| – | – | 1.1% | 28 |
|
|
2024
Q2 | $1.69M | Hold |
6,335
| – | – | 1.08% | 28 |
|
|
2024
Q1 | $1.65M | Sell |
6,335
-300
| -5% | -$78K | 1.02% | 30 |
|
|
2023
Q4 | $1.57M | Sell |
6,635
-135
| -2% | -$32K | 1% | 30 |
|
|
2023
Q3 | $1.44M | Buy |
6,770
+431
| +7% | +$91.5K | 0.93% | 31 |
|
|
2023
Q2 | $1.4M | Hold |
6,339
| – | – | 0.86% | 33 |
|
|
2023
Q1 | $1.29M | Sell |
6,339
-30
| -0.5% | -$6.12K | 0.82% | 32 |
|
|
2022
Q4 | $1.22M | Sell |
6,369
-303
| -5% | -$57.9K | 0.81% | 33 |
|
|
2022
Q3 | $1.2M | Sell |
6,672
-75
| -1% | -$13.5K | 0.81% | 36 |
|
|
2022
Q2 | $1.27M | Sell |
6,747
-60
| -0.9% | -$11.3K | 0.84% | 29 |
|
|
2022
Q1 | $1.55M | Hold |
6,807
| – | – | 0.9% | 28 |
|
|
2021
Q4 | $1.64M | Sell |
6,807
-25
| -0.4% | -$6.04K | 0.93% | 29 |
|
|
2021
Q3 | $1.52M | Sell |
6,832
-217
| -3% | -$48.2K | 0.92% | 29 |
|
|
2021
Q2 | $1.57M | Sell |
7,049
-165
| -2% | -$36.8K | 0.98% | 28 |
|
|
2021
Q1 | $1.49M | Sell |
7,214
-690
| -9% | -$143K | 1.03% | 28 |
|
|
2020
Q4 | $1.54M | Sell |
7,904
-24
| -0.3% | -$4.67K | 1.23% | 22 |
|
|
2020
Q3 | $1.35M | Buy |
+7,928
| New | +$1.35M | 1.27% | 21 |
|