BTR Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

BTR Capital Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$878K	Hold	4,894	–	–	0.14%	84
2022 Q2	$923K	Sell	4,894 -25	-0.5%	-$4.72K	0.13%	82
2022 Q1	$1.12M	Sell	4,919 -185	-4%	-$42.1K	0.14%	82
2021 Q4	$1.23M	Buy	5,104 +220	+5%	+$53.1K	0.14%	82
2021 Q3	$1.09M	Sell	4,884 -5	-0.1%	-$1.11K	0.13%	79
2021 Q2	$1.09M	Hold	4,889	–	–	0.14%	80
2021 Q1	$1.01M	Hold	4,889	–	–	0.15%	83
2020 Q4	$952K	Buy	4,889 +210	+4%	+$40.9K	0.15%	86
2020 Q3	$797K	Sell	4,679 -42	-0.9%	-$7.15K	0.14%	85
2020 Q2	$739K	Sell	4,721 -500	-10%	-$78.3K	0.14%	84
2020 Q1	$673K	Sell	5,221 -2,855	-35%	-$368K	0.15%	82
2019 Q4	$1.32M	Hold	8,076	–	–	0.23%	71
2019 Q3	$1.22M	Buy	8,076 +300	+4%	+$45.3K	0.23%	75
2019 Q2	$1.17M	Sell	7,776 -700	-8%	-$105K	0.22%	78
2019 Q1	$1.23M	Buy	8,476 +42	+0.5%	+$6.08K	0.24%	75
2018 Q4	$1.08M	Hold	8,434	–	–	0.23%	78
2018 Q3	$1.26M	Hold	8,434	–	–	0.22%	71
2018 Q2	$1.18M	Sell	8,434 -23	-0.3%	-$3.23K	0.23%	68
2018 Q1	$1.15M	Sell	8,457 -47	-0.6%	-$6.38K	0.23%	68
2017 Q4	$1.17M	Hold	8,504	–	–	0.23%	68
2017 Q3	$1.1M	Buy	8,504 +300	+4%	+$38.8K	0.22%	70
2017 Q2	$1.02M	Buy	8,204 +79	+1%	+$9.83K	0.21%	71
2017 Q1	$986K	Buy	8,125 +1,212	+18%	+$147K	0.21%	71
2016 Q4	$770K	Hold	6,913	–	–	0.17%	84
2016 Q3	$770K	Buy	6,913 +313	+5%	+$34.9K	0.17%	84
2016 Q2	$707K	Sell	6,600 -275	-4%	-$29.5K	0.16%	95
2016 Q1	$721K	Sell	6,875 -300	-4%	-$31.5K	0.17%	95
2015 Q4	$748K	Hold	7,175	–	–	0.17%	96
2015 Q3	$708K	Buy	7,175 +1,475	+26%	+$146K	0.17%	100
2015 Q2	$610K	Sell	5,700 -875	-13%	-$93.6K	0.14%	96
2015 Q1	$705K	Buy	6,575 +1,600	+32%	+$172K	0.17%	95
2014 Q4	$527K	Hold	4,975	–	–	0.14%	90
2014 Q3	$504K	Sell	4,975 -175	-3%	-$17.7K	0.14%	90
2014 Q2	$524K	Buy	5,150 +1,150	+29%	+$117K	0.14%	88
2014 Q1	$390K	Hold	4,000	–	–	0.11%	101
2013 Q4	$384K	Buy	+4,000	New	+$384K	0.11%	101