CP
Canopy Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
41,488
-1,828
| -4% | -$556K | 4.62% | 1 |
|
|
2025
Q1 | $11.9M | Sell |
43,316
-1,537
| -3% | -$422K | 4.64% | 2 |
|
|
2024
Q4 | $13M | Sell |
44,853
-287
| -0.6% | -$83.2K | 4.96% | 2 |
|
|
2024
Q3 | $12.8M | Sell |
45,140
-2,681
| -6% | -$759K | 5.5% | 1 |
|
|
2024
Q2 | $12.8M | Sell |
47,821
-924
| -2% | -$247K | 5.94% | 1 |
|
|
2024
Q1 | $12.7M | Buy |
48,745
+29,287
| +151% | +$7.61M | 6.19% | 1 |
|
|
2023
Q4 | $4.62M | Buy |
+19,458
| New | +$4.62M | 2.81% | 10 |
|