Cascade Investment Group’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 | $21.9M | Buy |
71,950
+1,095
| +2% | +$333K | 15.27% | 1 |
|
|
2025
Q1 | $19.5M | Sell |
70,855
-1,052
| -1% | -$289K | 14.97% | 1 |
|
|
2024
Q4 | $20.8M | Buy |
71,907
+489
| +0.7% | +$142K | 14.9% | 1 |
|
|
2024
Q3 | $20.2M | Buy |
71,418
+1,772
| +3% | +$502K | 14.82% | 1 |
|
|
2024
Q2 | $18.6M | Buy |
69,646
+903
| +1% | +$242K | 14.54% | 1 |
|
|
2024
Q1 | $17.9M | Buy |
68,743
+3,964
| +6% | +$1.03M | 13.37% | 1 |
|
|
2023
Q4 | $15.4M | Buy |
64,779
+4,015
| +7% | +$952K | 12.4% | 1 |
|
|
2023
Q3 | $12.9M | Buy |
60,764
+4,084
| +7% | +$867K | 12.17% | 1 |
|
|
2023
Q2 | $12.5M | Buy |
56,680
+591
| +1% | +$130K | 11.41% | 1 |
|
|
2023
Q1 | $11.4M | Buy |
56,089
+211
| +0.4% | +$43.1K | 11.28% | 1 |
|
|
2022
Q4 | $10.7M | Buy |
+55,878
| New | +$10.7M | 11.12% | 1 |
|