Comprehensive Financial Management’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
$7.95M Hold
26,067
0.22% 15
2025
Q1
$7.16M Buy
26,067
+3
+0% +$825 0.23% 13
2024
Q4
$7.55M Buy
26,064
+4
+0% +$1.16K 0.21% 14
2024
Q3
$7.4M Sell
26,060
-540
-2% -$153K 0.21% 14
2024
Q2
$7.14M Hold
26,600
0.25% 14
2024
Q1
$6.91M Buy
26,600
+2
+0% +$520 0.22% 15
2023
Q4
$6.31M Sell
26,598
-253
-0.9% -$60K 0.22% 15
2023
Q3
$5.7M Sell
26,851
-3,174
-11% -$674K 0.21% 16
2023
Q2
$6.61M Buy
30,025
+2
+0% +$441 0.22% 16
2023
Q1
$37.3M Buy
30,023
+3
+0% +$3.73K 1.13% 6
2022
Q4
$5.74M Buy
30,020
+4
+0% +$765 0.18% 16
2022
Q3
$5.39M Buy
30,016
+3
+0% +$538 0.14% 17
2022
Q2
$5.66M Buy
30,013
+3
+0% +$566 0.16% 18
2022
Q1
$6.83M Hold
30,010
0.12% 18
2021
Q4
$7.25M Buy
30,010
+3
+0% +$724 0.09% 21
2021
Q3
$6.66M Buy
30,007
+2
+0% +$444 0.06% 20
2021
Q2
$6.69M Buy
30,005
+2,909
+11% +$648K 0.06% 19
2021
Q1
$5.6M Buy
27,096
+11
+0% +$2.27K 0.06% 15
2020
Q4
$5.27M Sell
27,085
-32
-0.1% -$6.23K 0.05% 15
2020
Q3
$4.62M Buy
27,117
+32
+0.1% +$5.45K 0.05% 11
2020
Q2
$4.24M Buy
27,085
+3
+0% +$470 0.05% 11
2020
Q1
$3.49M Hold
27,082
0.07% 13
2019
Q4
$4.43M Buy
+27,082
New +$4.43M 0.08% 11