Carmel Capital Partners’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 | $818K | Hold |
2,691
| – | – | 0.29% | 73 |
|
|
2025
Q1 | $740K | Buy |
2,691
+1,136
| +73% | +$312K | 0.29% | 73 |
|
|
2024
Q4 | $451K | Buy |
1,555
+4
| +0.3% | +$1.16K | 0.18% | 90 |
|
|
2024
Q3 | $439K | Sell |
1,551
-28
| -2% | -$7.93K | 0.17% | 100 |
|
|
2024
Q2 | $422K | Buy |
1,579
+15
| +1% | +$4.01K | 0.18% | 83 |
|
|
2024
Q1 | $406K | Buy |
+1,564
| New | +$406K | 0.17% | 85 |
|
|
2023
Q4 | – | Sell |
-19,953
| Closed | -$4.24M | – | 688 |
|
|
2023
Q3 | $4.24M | Buy |
+19,953
| New | +$4.24M | 1.9% | 7 |
|