Cutter & Co Brokerage’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 | – | Sell |
-867
| Closed | -$238K | – | 170 |
|
2025
Q1 | $238K | Sell |
867
-60
| -6% | -$16.5K | 0.06% | 151 |
|
2024
Q4 | $269K | Sell |
927
-20
| -2% | -$5.8K | 0.07% | 141 |
|
2024
Q3 | $268K | Sell |
947
-91
| -9% | -$25.8K | 0.06% | 157 |
|
2024
Q2 | $278K | Sell |
1,038
-60
| -5% | -$16K | 0.07% | 153 |
|
2024
Q1 | $285K | Sell |
1,098
-38
| -3% | -$9.88K | 0.07% | 147 |
|
2023
Q4 | $269K | Buy |
1,136
+2
| +0.2% | +$474 | 0.07% | 146 |
|
2023
Q3 | $241K | Buy |
1,134
+12
| +1% | +$2.55K | 0.07% | 160 |
|
2023
Q2 | $247K | Sell |
1,122
-31
| -3% | -$6.83K | 0.07% | 167 |
|
2023
Q1 | $235K | Hold |
1,153
| – | – | 0.07% | 171 |
|
2022
Q4 | $220K | Hold |
1,153
| – | – | 0.07% | 183 |
|
2022
Q3 | $207K | Buy |
+1,153
| New | +$207K | 0.08% | 184 |
|
2022
Q2 | – | Sell |
-944
| Closed | -$215K | – | 246 |
|
2022
Q1 | $215K | Sell |
944
-80
| -8% | -$18.2K | 0.06% | 204 |
|
2021
Q4 | $247K | Buy |
1,024
+31
| +3% | +$7.48K | 0.07% | 223 |
|
2021
Q3 | $221K | Buy |
993
+17
| +2% | +$3.78K | 0.05% | 257 |
|
2021
Q2 | $217K | Buy |
+976
| New | +$217K | 0.05% | 260 |
|