D.L. Carlson Investment Group’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
$300K Hold
986
0.05% 118
2025
Q1
$271K Buy
986
+4
+0.4% +$1.1K 0.05% 131
2024
Q4
$285K Sell
982
-34
-3% -$9.86K 0.05% 133
2024
Q3
$288K Buy
+1,016
New +$288K 0.05% 135