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 |
|