CIS
Continental Investors Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
9,208
-102
| -1% | -$31K | 5.03% | 4 |
|
|
2025
Q1 | $2.54M | Sell |
9,310
-920
| -9% | -$251K | 5.05% | 4 |
|
|
2024
Q4 | $2.96M | Buy |
10,230
+393
| +4% | +$114K | 5.88% | 3 |
|
|
2024
Q3 | $2.76M | Sell |
9,837
-195
| -2% | -$54.7K | 5.67% | 3 |
|
|
2024
Q2 | $2.68M | Sell |
10,032
-415
| -4% | -$111K | 5.97% | 2 |
|
|
2024
Q1 | $2.71M | Sell |
10,447
-1,216
| -10% | -$316K | 6.43% | 2 |
|
|
2023
Q4 | $2.77M | Sell |
11,663
-51
| -0.4% | -$12.1K | 7.19% | 1 |
|
|
2023
Q3 | $2.49M | Sell |
11,714
-32,592
| -74% | -$6.92M | 7.54% | 2 |
|
|
2023
Q2 | $9.94M | Buy |
44,306
+21,477
| +94% | +$4.82M | 11.77% | 1 |
|
|
2023
Q1 | $4.66M | Buy |
22,829
+698
| +3% | +$142K | 13.19% | 1 |
|
|
2022
Q4 | $4.23M | Sell |
22,131
-869
| -4% | -$166K | 13.17% | 1 |
|
|
2022
Q3 | $4.13M | Buy |
23,000
+1,380
| +6% | +$248K | 12.35% | 1 |
|
|
2022
Q2 | $4.08M | Buy |
21,620
+9,226
| +74% | +$1.74M | 11.91% | 1 |
|
|
2022
Q1 | $2.99M | Buy |
12,394
+563
| +5% | +$136K | 7.83% | 2 |
|
|
2021
Q4 | $2.69M | Buy |
+11,831
| New | +$2.69M | 7.18% | 3 |
|