Charter Research & 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 | $477K | Hold |
1,569
| – | – | 0.36% | 59 |
|
|
2025
Q1 | $431K | Hold |
1,569
| – | – | 0.33% | 59 |
|
|
2024
Q4 | $455K | Sell |
1,569
-175
| -10% | -$50.7K | 0.35% | 58 |
|
|
2024
Q3 | $494K | Hold |
1,744
| – | – | 0.36% | 58 |
|
|
2024
Q2 | $467K | Sell |
1,744
-300
| -15% | -$80.3K | 0.37% | 60 |
|
|
2024
Q1 | $531K | Sell |
2,044
-580
| -22% | -$151K | 0.42% | 57 |
|
|
2023
Q4 | $622K | Hold |
2,624
| – | – | 0.52% | 46 |
|
|
2023
Q3 | $557K | Buy |
+2,624
| New | +$557K | 0.5% | 50 |
|