Capital Advisors Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.37M | Buy |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $2.1M | Sell |
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|
2024
Q2 | $2.14M | Sell |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $938K | Buy |
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|
2021
Q3 | $794K | Buy |
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|
2021
Q2 | $715K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $443K | Sell |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $293K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $206K | Buy |
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