Cardinal Point Capital Management’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
$167M Buy
549,135
+16,207
+3% +$4.94M 13.26% 1
2025
Q1
$146M Buy
532,928
+3,711
+0.7% +$1.02M 13.46% 1
2024
Q4
$153M Buy
529,217
+27,388
+5% +$7.94M 24.35% 1
2024
Q3
$143M Buy
501,829
+7,815
+2% +$2.22M 23.76% 1
2024
Q2
$133M Buy
494,014
+18,379
+4% +$4.93M 23.07% 1
2024
Q1
$124M Buy
475,635
+13,319
+3% +$3.46M 23.52% 1
2023
Q4
$110M Sell
462,316
-15,067
-3% -$3.57M 26.52% 1
2023
Q3
$101M Buy
477,383
+12,064
+3% +$2.56M 26.53% 1
2023
Q2
$103M Sell
465,319
-8,746
-2% -$1.93M 30.85% 1
2023
Q1
$96.8M Buy
474,065
+25,791
+6% +$5.26M 29.4% 1
2022
Q4
$85.7M Buy
+448,274
New +$85.7M 29.59% 1