Caldwell Sutter 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
$1.86M Sell
6,128
-150
-2% -$45.6K 0.85% 29
2025
Q1
$1.73M Hold
6,278
0.82% 31
2024
Q4
$1.82M Hold
6,278
0.85% 27
2024
Q3
$1.78M Hold
6,278
0.83% 32
2024
Q2
$1.68M Hold
6,278
0.83% 26
2024
Q1
$1.63M Sell
6,278
-207
-3% -$53.8K 0.79% 32
2023
Q4
$1.54M Buy
6,485
+962
+17% +$228K 0.78% 31
2023
Q3
$1.17M Hold
5,523
0.65% 38
2023
Q2
$1.22M Buy
5,523
+5,323
+2,662% +$1.17M 0.64% 38
2023
Q1
$40.8K Buy
+200
New +$40.8K 0.03% 261