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 |
|