Ervin 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 | $515K | Hold |
1,696
| – | – | 0.32% | 28 |
|
|
2025
Q1 | $466K | Sell |
1,696
-920
| -35% | -$253K | 0.31% | 31 |
|
|
2024
Q4 | $758K | Sell |
2,616
-4
| -0.2% | -$1.16K | 0.49% | 26 |
|
|
2024
Q3 | $742K | Sell |
2,620
-260
| -9% | -$73.6K | 0.48% | 28 |
|
|
2024
Q2 | $770K | Hold |
2,880
| – | – | 0.53% | 27 |
|
|
2024
Q1 | $749K | Hold |
2,880
| – | – | 0.52% | 28 |
|
|
2023
Q4 | $683K | Hold |
2,880
| – | – | 0.52% | 27 |
|
|
2023
Q3 | $612K | Hold |
2,880
| – | – | 0.51% | 26 |
|
|
2023
Q2 | $634K | Hold |
2,880
| – | – | 0.51% | 27 |
|
|
2023
Q1 | $579K | Buy |
+2,880
| New | +$579K | 0.51% | 27 |
|