BOS Asset 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 | $2.92M | Buy |
9,617
+330
| +4% | +$100K | 0.93% | 27 |
|
2025
Q1 | $2.55M | Sell |
9,287
-942
| -9% | -$259K | 0.88% | 28 |
|
2024
Q4 | $2.96M | Buy |
10,229
+86
| +0.8% | +$24.9K | 1.06% | 25 |
|
2024
Q3 | $2.87M | Sell |
10,143
-17
| -0.2% | -$4.81K | 1.06% | 22 |
|
2024
Q2 | $2.72M | Sell |
10,160
-511
| -5% | -$137K | 1.25% | 22 |
|
2024
Q1 | $2.77M | Sell |
10,671
-195
| -2% | -$50.7K | 1.46% | 20 |
|
2023
Q4 | $2.58M | Buy |
10,866
+1,262
| +13% | +$299K | 1.77% | 11 |
|
2023
Q3 | $2.04M | Sell |
9,604
-738
| -7% | -$157K | 1.5% | 14 |
|
2023
Q2 | $2.28M | Sell |
10,342
-440
| -4% | -$96.9K | 1.77% | 14 |
|
2023
Q1 | $2.2M | Buy |
10,782
+79
| +0.7% | +$16.1K | 1.83% | 14 |
|
2022
Q4 | $2.05M | Buy |
+10,703
| New | +$2.05M | 1.83% | 14 |
|