Enterprise Bank & Trust’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 | $303K | Hold |
997
| – | – | 0.11% | 108 |
|
|
2025
Q1 | $274K | Hold |
997
| – | – | 0.11% | 112 |
|
|
2024
Q4 | $289K | Hold |
997
| – | – | 0.1% | 106 |
|
|
2024
Q3 | $282K | Buy |
+997
| New | +$282K | 0.09% | 107 |
|
|
2022
Q2 | – | Sell |
-950
| Closed | -$216K | – | 96 |
|
|
2022
Q1 | $216K | Hold |
950
| – | – | 0.08% | 87 |
|
|
2021
Q4 | $229K | Sell |
950
-59
| -6% | -$14.2K | 0.08% | 90 |
|
|
2021
Q3 | $224K | Sell |
1,009
-129
| -11% | -$28.6K | 0.09% | 92 |
|
|
2021
Q2 | $254K | Buy |
1,138
+4
| +0.4% | +$893 | 0.1% | 87 |
|
|
2021
Q1 | $234K | Sell |
1,134
-56
| -5% | -$11.6K | 0.1% | 83 |
|
|
2020
Q4 | $232K | Hold |
1,190
| – | – | 0.1% | 85 |
|
|
2020
Q3 | $203K | Buy |
+1,190
| New | +$203K | 0.1% | 87 |
|