Capital Advisors Ltd’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
Q2 | $24.9M | Sell |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $24.2M | Buy |
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|
2024
Q3 | $23.6M | Buy |
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $21.2M | Buy |
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|
2023
Q4 | $19.2M | Sell |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $17.6M | Sell |
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|
2023
Q1 | $16.8M | Buy |
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|
2022
Q4 | $15.6M | Sell |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $15.4M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q3 | $15.2M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $9.57M | Buy |
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|
2020
Q2 | $8.06M | Buy |
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|
2020
Q1 | $6.58M | Buy |
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|
2019
Q4 | $8.11M | Buy |
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|
2019
Q3 | $7.39M | Buy |
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|
2019
Q2 | $6.39M | Sell |
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|
2019
Q1 | $7.92M | Sell |
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|
2018
Q4 | $7.09M | Buy |
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|
2018
Q3 | $7.42M | Buy |
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|
2018
Q2 | $6.79M | Buy |
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|
2018
Q1 | $6.49M | Buy |
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|
2017
Q4 | $6.12M | Buy |
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|
2017
Q3 | $5.4M | Buy |
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|
2017
Q2 | $4.9M | Sell |
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|
2017
Q1 | $4.84M | Buy |
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|
2016
Q4 | $4.05M | Buy |
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|
2016
Q3 | $3.61M | Buy |
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|
2016
Q2 | $3.19M | Buy |
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|
2016
Q1 | $3.06M | Buy |
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|
2015
Q4 | $2.44M | Sell |
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|
2015
Q3 | $2.31M | Buy |
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|
2015
Q2 | $2.41M | Sell |
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|
2015
Q1 | $2.42M | Buy |
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|
2014
Q4 | $2.34M | Buy |
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|
2014
Q3 | $2.23M | Buy |
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|
2014
Q2 | $2.23M | Sell |
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|
2014
Q1 | $2.17M | Buy |
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|
2013
Q4 | $2.06M | Buy |
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