Barton 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 | $3.36M | Sell |
11,052
-665
| -6% | -$202K | 0.35% | 21 |
|
|
2025
Q1 | $3.22M | Sell |
11,717
-300
| -2% | -$82.5K | 0.4% | 20 |
|
|
2024
Q4 | $3.48M | Sell |
12,017
-135
| -1% | -$39.1K | 0.37% | 21 |
|
|
2024
Q3 | $3.44M | Sell |
12,152
-424
| -3% | -$120K | 0.43% | 20 |
|
|
2024
Q2 | $3.36M | Sell |
12,576
-120
| -0.9% | -$32.1K | 0.45% | 20 |
|
|
2024
Q1 | $3.3M | Sell |
12,696
-188
| -1% | -$48.9K | 0.4% | 19 |
|
|
2023
Q4 | $3.06M | Hold |
12,884
| – | – | 0.4% | 20 |
|
|
2023
Q3 | $2.74M | Sell |
12,884
-542
| -4% | -$115K | 0.44% | 19 |
|
|
2023
Q2 | $2.96M | Sell |
13,426
-160
| -1% | -$35.2K | 0.44% | 19 |
|
|
2023
Q1 | $2.77M | Buy |
13,586
+216
| +2% | +$44.1K | 0.49% | 19 |
|
|
2022
Q4 | $2.56M | Hold |
13,370
| – | – | 0.5% | 21 |
|
|
2022
Q3 | $2.4M | Buy |
13,370
+7
| +0.1% | +$1.26K | 0.49% | 22 |
|
|
2022
Q2 | $2.52M | Buy |
13,363
+348
| +3% | +$65.7K | 0.51% | 21 |
|
|
2022
Q1 | $2.96M | Sell |
13,015
-1,214
| -9% | -$276K | 0.38% | 21 |
|
|
2021
Q4 | $3.44M | Hold |
14,229
| – | – | 0.3% | 19 |
|
|
2021
Q3 | $3.16M | Hold |
14,229
| – | – | 0.26% | 19 |
|
|
2021
Q2 | $3.17M | Hold |
14,229
| – | – | 0.26% | 19 |
|
|
2021
Q1 | $2.94M | Buy |
14,229
+245
| +2% | +$50.6K | 0.27% | 20 |
|
|
2020
Q4 | $2.72M | Hold |
13,984
| – | – | 0.23% | 19 |
|
|
2020
Q3 | $2.38M | Hold |
13,984
| – | – | 0.23% | 19 |
|
|
2020
Q2 | $2.19M | Buy |
13,984
+60
| +0.4% | +$9.39K | 0.22% | 20 |
|
|
2020
Q1 | $1.8M | Buy |
13,924
+129
| +0.9% | +$16.6K | 0.28% | 20 |
|
|
2019
Q4 | $2.26M | Hold |
13,795
| – | – | 0.35% | 18 |
|
|
2019
Q3 | $2.08M | Hold |
13,795
| – | – | 0.35% | 19 |
|
|
2019
Q2 | $2.07M | Buy |
13,795
+65
| +0.5% | +$9.75K | 0.31% | 20 |
|
|
2019
Q1 | $1.99M | Buy |
13,730
+6,670
| +94% | +$965K | 0.33% | 20 |
|
|
2018
Q4 | $901K | Buy |
7,060
+285
| +4% | +$36.4K | 0.18% | 22 |
|
|
2018
Q3 | $1.01M | Hold |
6,775
| – | – | 0.16% | 22 |
|
|
2018
Q2 | $951K | Hold |
6,775
| – | – | 0.15% | 22 |
|
|
2018
Q1 | $920K | Buy |
6,775
+500
| +8% | +$67.9K | 0.17% | 21 |
|
|
2017
Q4 | $861K | Buy |
6,275
+640
| +11% | +$87.8K | 0.19% | 22 |
|
|
2017
Q3 | $730K | Buy |
+5,635
| New | +$730K | 0.17% | 25 |
|