Curi RMB Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $826K | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $843K | Buy |
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|
2022
Q2 | $835K | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $668K | Sell |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $880K | Sell |
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|
2019
Q3 | $949K | Hold |
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|
2019
Q2 | $943K | Sell |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $720K | Sell |
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|
2018
Q3 | $874K | Sell |
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|
2018
Q2 | $848K | Buy |
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|
2018
Q1 | $479K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $635K | Hold |
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|
2013
Q3 | $581K | Hold |
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|
2013
Q2 | $548K | Buy |
|