Callan Family Office’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 | $17.6M | Sell |
57,915
-4,470
| -7% | -$1.36M | 0.56% | 28 |
|
|
2025
Q1 | $17.1M | Buy |
62,385
+2,597
| +4% | +$714K | 1.29% | 13 |
|
|
2024
Q4 | $17.3M | Buy |
59,788
+6,897
| +13% | +$2M | 1.1% | 16 |
|
|
2024
Q3 | $15M | Buy |
52,891
+6,131
| +13% | +$1.74M | 2.52% | 9 |
|
|
2024
Q2 | $12.5M | Buy |
46,760
+27,478
| +143% | +$7.35M | 2.4% | 11 |
|
|
2024
Q1 | $5.01M | Buy |
19,282
+540
| +3% | +$140K | 1.17% | 18 |
|
|
2023
Q4 | $4.45M | Sell |
18,742
-1,410
| -7% | -$334K | 1.1% | 22 |
|
|
2023
Q3 | $4.28M | Buy |
20,152
+1,613
| +9% | +$343K | 1.14% | 19 |
|
|
2023
Q2 | $4.08M | Buy |
18,539
+517
| +3% | +$114K | 1.08% | 23 |
|
|
2023
Q1 | $3.68M | Buy |
18,022
+1,476
| +9% | +$301K | 0.89% | 25 |
|
|
2022
Q4 | $3.16M | Buy |
+16,546
| New | +$3.16M | 1.02% | 23 |
|