Belmont 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 | $2.43M | Sell |
8,000
-508
| -6% | -$154K | 0.37% | 26 |
|
|
2025
Q1 | $2.34M | Hold |
8,508
| – | – | 0.42% | 22 |
|
|
2024
Q4 | $2.47M | Hold |
8,508
| – | – | 0.4% | 25 |
|
|
2024
Q3 | $2.41M | Sell |
8,508
-433
| -5% | -$123K | 0.4% | 23 |
|
|
2024
Q2 | $2.39M | Buy |
8,941
+1,273
| +17% | +$341K | 0.45% | 22 |
|
|
2024
Q1 | $1.99M | Hold |
7,668
| – | – | 0.54% | 21 |
|
|
2023
Q4 | $1.82M | Buy |
7,668
+6,941
| +955% | +$1.65M | 0.78% | 19 |
|
|
2023
Q3 | $154K | Hold |
727
| – | – | 0.08% | 74 |
|
|
2023
Q2 | $160K | Hold |
727
| – | – | 0.09% | 49 |
|
|
2023
Q1 | $148K | Hold |
727
| – | – | 0.12% | 32 |
|
|
2022
Q4 | $139K | Hold |
727
| – | – | 0.15% | 31 |
|
|
2022
Q3 | $130K | Hold |
727
| – | – | 0.15% | 29 |
|
|
2022
Q2 | $137K | Hold |
727
| – | – | 0.17% | 22 |
|
|
2022
Q1 | $166K | Hold |
727
| – | – | 0.17% | 18 |
|
|
2021
Q4 | $176K | Hold |
727
| – | – | 0.14% | 18 |
|
|
2021
Q3 | $161K | Sell |
727
-227
| -24% | -$50.3K | 0.13% | 20 |
|
|
2021
Q2 | $213K | Buy |
954
+108
| +13% | +$24.1K | 0.22% | 16 |
|
|
2021
Q1 | $175K | Sell |
846
-128
| -13% | -$26.5K | 0.22% | 12 |
|
|
2020
Q4 | $190K | Sell |
974
-1,277
| -57% | -$249K | 0.09% | 13 |
|
|
2020
Q3 | $383K | Buy |
2,251
+1,524
| +210% | +$259K | 0.15% | 13 |
|
|
2020
Q2 | $114K | Hold |
727
| – | – | 0.06% | 14 |
|
|
2020
Q1 | $94K | Hold |
727
| – | – | 0.08% | 13 |
|
|
2019
Q4 | $119K | Buy |
+727
| New | +$119K | 0.1% | 12 |
|