Bear Mountain Capital’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
$4.18M Sell
13,530
-273
-2% -$84.4K 1.5% 14
2025
Q1
$3.76M Buy
13,803
+351
+3% +$95.7K 1.46% 14
2024
Q4
$4.06M Hold
13,452
1.58% 14
2024
Q3
$3.85M Hold
13,452
1.52% 14
2024
Q2
$3.71M Hold
13,452
1.51% 14
2024
Q1
$3.33M Hold
13,452
1.44% 15
2023
Q4
$3.17M Buy
+13,452
New +$3.17M 1.33% 15