CM
Cornerstone Management’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 | $15.6M | Sell |
51,402
-700
| -1% | -$213K | 2.72% | 8 |
|
|
2025
Q1 | $14.3M | Buy |
52,102
+304
| +0.6% | +$83.6K | 2.68% | 8 |
|
|
2024
Q4 | $15M | Sell |
51,798
-2,440
| -4% | -$707K | 2.91% | 8 |
|
|
2024
Q3 | $15.4M | Sell |
54,238
-690
| -1% | -$195K | 3.21% | 7 |
|
|
2024
Q2 | $14.7M | Sell |
54,928
-2,987
| -5% | -$799K | 3.23% | 7 |
|
|
2024
Q1 | $15.1M | Hold |
57,915
| – | – | 3.34% | 7 |
|
|
2023
Q4 | $13.7M | Sell |
57,915
-1,700
| -3% | -$403K | 3.5% | 7 |
|
|
2023
Q3 | $12.7M | Buy |
59,615
+196
| +0.3% | +$41.6K | 3.38% | 7 |
|
|
2023
Q2 | $13.1M | Hold |
59,419
| – | – | 3.34% | 7 |
|
|
2023
Q1 | $12.1M | Hold |
59,419
| – | – | 3.16% | 6 |
|
|
2022
Q4 | $11.4M | Hold |
59,419
| – | – | 3.2% | 6 |
|
|
2022
Q3 | $10.7M | Hold |
59,419
| – | – | 2.9% | 8 |
|
|
2022
Q2 | $11.2M | Buy |
59,419
+1
| +0% | +$189 | 2.91% | 8 |
|
|
2022
Q1 | $13.5M | Hold |
59,418
| – | – | 3.32% | 8 |
|
|
2021
Q4 | $14.3M | Sell |
59,418
-295
| -0.5% | -$71.2K | 3.96% | 6 |
|
|
2021
Q3 | $13.3M | Hold |
59,713
| – | – | 3.49% | 6 |
|
|
2021
Q2 | $13.3M | Hold |
59,713
| – | – | 3.57% | 6 |
|
|
2021
Q1 | $12.3M | Sell |
59,713
-2,501
| -4% | -$517K | 3.53% | 6 |
|
|
2020
Q4 | $12.1M | Sell |
62,214
-2,950
| -5% | -$574K | 3.83% | 7 |
|
|
2020
Q3 | $11.1M | Sell |
65,164
-3,573
| -5% | -$609K | 3.65% | 7 |
|
|
2020
Q2 | $10.8M | Hold |
68,737
| – | – | 3.82% | 7 |
|
|
2020
Q1 | $8.86M | Buy |
68,737
+90
| +0.1% | +$11.6K | 4.09% | 6 |
|
|
2019
Q4 | $11.2M | Buy |
+68,647
| New | +$11.2M | 4.76% | 6 |
|