Carl Stuart Investment Advisor’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 | $99.7M | Buy |
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2025
Q1 | $88.7M | Sell |
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2024
Q4 | $94.2M | Sell |
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2024
Q3 | $93.6M | Buy |
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2024
Q2 | $82.8M | Buy |
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2024
Q1 | $79M | Buy |
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2023
Q4 | $66.5M | Buy |
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2023
Q3 | $58.9M | Sell |
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2023
Q2 | $62M | Sell |
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2023
Q1 | $10.2M | Buy |
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2022
Q4 | $51.2M | Sell |
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2022
Q3 | $51.1M | Buy |
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2022
Q2 | $52M | Sell |
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2022
Q1 | $612M | Buy |
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2021
Q4 | $63.7M | Buy |
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