CVA Family Office’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 | $8.82M | Buy |
29,013
+772
| +3% | +$235K | 1.24% | 18 |
|
|
2025
Q1 | $7.76M | Buy |
28,241
+1,388
| +5% | +$381K | 1.19% | 17 |
|
|
2024
Q4 | $7.78M | Buy |
26,853
+532
| +2% | +$154K | 1.23% | 18 |
|
|
2024
Q3 | $7.45M | Sell |
26,321
-252
| -0.9% | -$71.4K | 1.21% | 20 |
|
|
2024
Q2 | $7.11M | Sell |
26,573
-1,036
| -4% | -$277K | 1.28% | 18 |
|
|
2024
Q1 | $7.18M | Buy |
27,609
+37
| +0.1% | +$9.62K | 1.28% | 19 |
|
|
2023
Q4 | $6.54M | Sell |
27,572
-111
| -0.4% | -$26.3K | 1.28% | 20 |
|
|
2023
Q3 | $5.88M | Sell |
27,683
-1,048
| -4% | -$223K | 1.34% | 19 |
|
|
2023
Q2 | $6.33M | Buy |
28,731
+567
| +2% | +$125K | 1.33% | 19 |
|
|
2023
Q1 | $5.75M | Sell |
28,164
-1,094
| -4% | -$223K | 1.28% | 18 |
|
|
2022
Q4 | $5.59M | Sell |
29,258
-1,834
| -6% | -$351K | 1.36% | 18 |
|
|
2022
Q3 | $5.58M | Sell |
31,092
-1,110
| -3% | -$199K | 1.51% | 13 |
|
|
2022
Q2 | $6.07M | Sell |
32,202
-2,994
| -9% | -$565K | 1.65% | 13 |
|
|
2022
Q1 | $8.01M | Sell |
35,196
-36
| -0.1% | -$8.2K | 1.92% | 11 |
|
|
2021
Q4 | $8.51M | Buy |
35,232
+14,429
| +69% | +$3.48M | 2.12% | 10 |
|
|
2021
Q3 | $3.54M | Sell |
20,803
-8,710
| -30% | -$1.48M | 2.56% | 10 |
|
|
2021
Q2 | $6.58M | Buy |
29,513
+1,754
| +6% | +$391K | 1.87% | 12 |
|
|
2021
Q1 | $5.74M | Buy |
27,759
+3,589
| +15% | +$742K | 2.18% | 9 |
|
|
2020
Q4 | $4.7M | Buy |
24,170
+3,367
| +16% | +$655K | 2.89% | 8 |
|
|
2020
Q3 | $3.54M | Buy |
20,803
+196
| +1% | +$33.4K | 2.56% | 10 |
|
|
2020
Q2 | $3.23M | Buy |
20,607
+2,958
| +17% | +$463K | 2.65% | 10 |
|
|
2020
Q1 | $2.28M | Buy |
17,649
+16,312
| +1,220% | +$2.1M | 2.31% | 10 |
|
|
2019
Q4 | $219K | Buy |
+1,337
| New | +$219K | 0.2% | 75 |
|