Delta Investment Management’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
$573K Sell
1,886
-38
-2% -$11.5K 0.11% 122
2025
Q1
$529K Buy
1,924
+456
+31% +$125K 0.11% 114
2024
Q4
$426K Buy
1,468
+334
+29% +$96.8K 0.08% 148
2024
Q3
$321K Buy
+1,134
New +$321K 0.07% 178
2020
Q3
Sell
-1,759
Closed -$275K 162
2020
Q2
$275K Buy
+1,759
New +$275K 0.11% 113
2019
Q2
Sell
-1,635
Closed -$236K 136
2019
Q1
$236K Buy
+1,635
New +$236K 0.21% 49