Capital Insight Partners’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 | $3.84M | Sell |
12,629
-119
| -0.9% | -$36.2K | 0.67% | 47 |
|
|
2025
Q1 | $3.5M | Sell |
12,748
-34
| -0.3% | -$9.35K | 0.61% | 51 |
|
|
2024
Q4 | $3.7M | Sell |
12,782
-463
| -3% | -$134K | 0.64% | 54 |
|
|
2024
Q3 | $3.75M | Sell |
13,245
-97
| -0.7% | -$27.5K | 0.66% | 54 |
|
|
2024
Q2 | $3.57M | Sell |
13,342
-438
| -3% | -$117K | 0.67% | 54 |
|
|
2024
Q1 | $3.58M | Sell |
13,780
-308
| -2% | -$80K | 0.67% | 55 |
|
|
2023
Q4 | $3.34M | Hold |
14,088
| – | – | 0.68% | 49 |
|
|
2023
Q3 | $2.99M | Sell |
14,088
-162
| -1% | -$34.4K | 0.68% | 49 |
|
|
2023
Q2 | $3.14M | Sell |
14,250
-1,290
| -8% | -$284K | 0.7% | 49 |
|
|
2023
Q1 | $3.17M | Buy |
15,540
+537
| +4% | +$110K | 0.75% | 47 |
|
|
2022
Q4 | $2.87M | Sell |
15,003
-658
| -4% | -$126K | 0.74% | 43 |
|
|
2022
Q3 | $2.81M | Sell |
15,661
-464
| -3% | -$83.3K | 0.76% | 43 |
|
|
2022
Q2 | $3.04M | Sell |
16,125
-1,941
| -11% | -$366K | 0.71% | 48 |
|
|
2022
Q1 | $4.11M | Sell |
18,066
-1,266
| -7% | -$288K | 0.84% | 35 |
|
|
2021
Q4 | $4.67M | Sell |
19,332
-472
| -2% | -$114K | 0.95% | 31 |
|
|
2021
Q3 | $4.4M | Sell |
19,804
-721
| -4% | -$160K | 0.96% | 30 |
|
|
2021
Q2 | $4.57M | Sell |
20,525
-2,212
| -10% | -$493K | 1.03% | 26 |
|
|
2021
Q1 | $4.7M | Sell |
22,737
-533
| -2% | -$110K | 1.14% | 21 |
|
|
2020
Q4 | $4.53M | Sell |
23,270
-461
| -2% | -$89.7K | 1.14% | 20 |
|
|
2020
Q3 | $4.04M | Buy |
23,731
+351
| +2% | +$59.8K | 1.14% | 21 |
|
|
2020
Q2 | $3.66M | Buy |
+23,380
| New | +$3.66M | 1.15% | 18 |
|