DMC 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
2024
Q2
Sell
-1,304
Closed -$339K 127
2024
Q1
$339K Hold
1,304
0.29% 97
2023
Q4
$309K Hold
1,304
0.29% 98
2023
Q3
$277K Sell
1,304
-75
-5% -$15.9K 0.26% 96
2023
Q2
$304K Sell
1,379
-269
-16% -$59.3K 0.3% 96
2023
Q1
$337K Hold
1,648
0.34% 89
2022
Q4
$314K Hold
1,648
0.35% 83
2022
Q3
$303K Hold
1,648
0.37% 77
2022
Q2
$314K Sell
1,648
-300
-15% -$57.2K 0.37% 78
2022
Q1
$417K Sell
1,948
-14
-0.7% -$3K 0.47% 61
2021
Q4
$425K Buy
+1,962
New +$425K 0.37% 79