CSIA
Carl Stuart Investment Advisor’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.7M | Buy |
327,890
+5,169
| +2% | +$1.57M | 51% | 1 |
|
|
2025
Q1 | $88.7M | Sell |
322,721
-2,404
| -0.7% | -$661K | 50.07% | 1 |
|
|
2024
Q4 | $94.2M | Sell |
325,125
-5,280
| -2% | -$1.53M | 50.29% | 1 |
|
|
2024
Q3 | $93.6M | Buy |
330,405
+20,994
| +7% | +$5.94M | 52.61% | 1 |
|
|
2024
Q2 | $82.8M | Buy |
309,411
+5,459
| +2% | +$1.46M | 51.77% | 1 |
|
|
2024
Q1 | $79M | Buy |
303,952
+23,582
| +8% | +$6.13M | 51.22% | 1 |
|
|
2023
Q4 | $66.5M | Buy |
280,370
+2,684
| +1% | +$637K | 44.79% | 1 |
|
|
2023
Q3 | $58.9M | Sell |
277,686
-3,641
| -1% | -$772K | 47.42% | 1 |
|
|
2023
Q2 | $62M | Sell |
281,327
-765
| -0.3% | -$169K | 47.55% | 1 |
|
|
2023
Q1 | $10.2M | Buy |
282,092
+14,259
| +5% | +$518K | 9.8% | 5 |
|
|
2022
Q4 | $51.2M | Sell |
267,833
-1,946
| -0.7% | -$372K | 47.32% | 1 |
|
|
2022
Q3 | $51.1M | Buy |
269,779
+2,883
| +1% | +$547K | 45.32% | 1 |
|
|
2022
Q2 | $52M | Sell |
266,896
-2,033
| -0.8% | -$396K | 45.23% | 1 |
|
|
2022
Q1 | $612M | Buy |
268,929
+5,085
| +2% | +$11.6M | 44.51% | 1 |
|
|
2021
Q4 | $63.7M | Buy |
+263,844
| New | +$63.7M | 46.24% | 1 |
|