Beech Hill Advisors’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 | – | Sell |
-1,200
| Closed | -$330K | – | 101 |
|
|
2025
Q1 | $330K | Sell |
1,200
-200
| -14% | -$55K | 0.13% | 89 |
|
|
2024
Q4 | $406K | Sell |
1,400
-200
| -13% | -$58K | 0.15% | 89 |
|
|
2024
Q3 | $453K | Hold |
1,600
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $428K | Sell |
1,600
-72
| -4% | -$19.3K | 0.18% | 82 |
|
|
2024
Q1 | $435K | Buy |
+1,672
| New | +$435K | 0.18% | 79 |
|