Capstone Financial Advisors’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 | $310M | Buy |
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|
2025
Q2 | $286M | Sell |
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|
2025
Q1 | $264M | Buy |
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|
2024
Q4 | $276M | Buy |
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|
2024
Q3 | $264M | Buy |
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|
2024
Q2 | $236M | Buy |
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|
2024
Q1 | $227M | Buy |
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|
2023
Q4 | $205M | Buy |
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|
2023
Q3 | $180M | Buy |
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|
2023
Q2 | $186M | Buy |
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|
2023
Q1 | $168M | Buy |
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|
2022
Q4 | $154M | Buy |
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|
2022
Q3 | $141M | Buy |
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|
2022
Q2 | $142M | Sell |
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|
2022
Q1 | $173M | Buy |
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|
2021
Q4 | $182M | Buy |
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|
2021
Q3 | $164M | Buy |
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|
2021
Q2 | $128M | Buy |
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|
2021
Q1 | $83.4M | Buy |
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|
2020
Q4 | $75.8M | Buy |
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|
2020
Q3 | $64M | Sell |
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|
2020
Q2 | $60.6M | Sell |
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|
2020
Q1 | $93.6M | Sell |
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|
2019
Q4 | $180M | Buy |
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|
2019
Q3 | $160M | Buy |
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|
2019
Q2 | $152M | Buy |
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|
2019
Q1 | $140M | Buy |
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|
2018
Q4 | $103M | Buy |
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|
2018
Q3 | $105M | Buy |
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|
2018
Q2 | $78.5M | Buy |
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|
2018
Q1 | $63.6M | Buy |
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|
2017
Q4 | $50M | Buy |
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|
2017
Q3 | $37.7M | Buy |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $33.6M | Buy |
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|
2015
Q2 | $34.8M | Buy |
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|
2015
Q1 | $34.8M | Buy |
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|
2014
Q4 | – | Hold |
|