EPIQ Partners’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 | $371K | Hold |
1,221
| – | – | 0.19% | 55 |
|
|
2025
Q1 | $336K | Buy |
1,221
+20
| +2% | +$5.5K | 0.18% | 58 |
|
|
2024
Q4 | $348K | Hold |
1,201
| – | – | 0.19% | 55 |
|
|
2024
Q3 | $340K | Buy |
1,201
+200
| +20% | +$56.6K | 0.19% | 61 |
|
|
2024
Q2 | $268K | Hold |
1,001
| – | – | 0.18% | 59 |
|
|
2024
Q1 | $260K | Hold |
1,001
| – | – | 0.17% | 63 |
|
|
2023
Q4 | $237K | Buy |
1,001
+5
| +0.5% | +$1.19K | 0.17% | 61 |
|
|
2023
Q3 | $212K | Hold |
996
| – | – | 0.16% | 64 |
|
|
2023
Q2 | $219K | Hold |
996
| – | – | 0.15% | 66 |
|
|
2023
Q1 | $203K | Buy |
+996
| New | +$203K | 0.14% | 75 |
|