Collective Family Office’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 | $456K | Hold |
1,500
| – | – | 0.12% | 110 |
|
2025
Q1 | $412K | Hold |
1,500
| – | – | 0.11% | 110 |
|
2024
Q4 | $435K | Hold |
1,500
| – | – | 0.12% | 114 |
|
2024
Q3 | $425K | Hold |
1,500
| – | – | 0.12% | 118 |
|
2024
Q2 | $401K | Hold |
1,500
| – | – | 0.12% | 122 |
|
2024
Q1 | $390K | Hold |
1,500
| – | – | 0.13% | 128 |
|
2023
Q4 | $356K | Hold |
1,500
| – | – | 0.13% | 119 |
|
2023
Q3 | $319K | Sell |
1,500
-50
| -3% | -$10.6K | 0.12% | 125 |
|
2023
Q2 | $341K | Sell |
1,550
-246
| -14% | -$54.2K | 0.13% | 129 |
|
2023
Q1 | $367K | Sell |
1,796
-350
| -16% | -$71.4K | 0.15% | 117 |
|
2022
Q4 | $410K | Buy |
+2,146
| New | +$410K | 0.18% | 107 |
|