Evergreen Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Evergreen Capital Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.6M	Buy	18,385 +233	+1%	+$71K	0.17%	150
2025 Q1	$4.99M	Sell	18,152 -1	-0%	-$275	0.17%	152
2024 Q4	$5.26M	Sell	18,153 -511	-3%	-$148K	0.17%	147
2024 Q3	$5.3M	Sell	18,664 -1	-0%	-$284	0.18%	142
2024 Q2	$5.01M	Sell	18,665 -10	-0.1%	-$2.68K	0.18%	142
2024 Q1	$4.85M	Buy	18,675 +583	+3%	+$152K	0.18%	140
2023 Q4	$4.29M	Buy	18,092 +121	+0.7%	+$28.7K	0.18%	152
2023 Q3	$3.82M	Buy	17,971 +232	+1%	+$49.3K	0.17%	152
2023 Q2	$3.91M	Sell	17,739 -457	-3%	-$101K	0.16%	158
2023 Q1	$3.71M	Buy	18,196 +2,396	+15%	+$489K	0.17%	149
2022 Q4	$3.02M	Buy	15,800 +142	+0.9%	+$27.1K	0.14%	173
2022 Q3	$2.81M	Buy	15,658 +1	+0%	+$179	0.15%	171
2022 Q2	$2.95M	Sell	15,657 -15,231	-49%	-$2.87M	0.15%	165
2022 Q1	$7.03M	Buy	30,888 +1,934	+7%	+$440K	0.29%	102
2021 Q4	$6.99M	Sell	28,954 -64	-0.2%	-$15.5K	0.28%	96
2021 Q3	$6.44M	Buy	29,018 +7,265	+33%	+$1.61M	0.29%	90
2021 Q2	$4.85M	Buy	21,753 +804	+4%	+$179K	0.23%	111
2021 Q1	$4.33M	Sell	20,949 -279	-1%	-$57.7K	0.22%	113
2020 Q4	$4.13M	Buy	21,228 +353	+2%	+$68.7K	0.24%	102
2020 Q3	$3.56M	Buy	20,875 +1,212	+6%	+$206K	0.25%	97
2020 Q2	$3.08M	Buy	19,663 +6,315	+47%	+$989K	0.23%	101
2020 Q1	$1.72M	Sell	13,348 -369	-3%	-$47.6K	0.16%	121
2019 Q4	$2.24M	Sell	13,717 -486	-3%	-$79.5K	0.19%	111
2019 Q3	$2.15M	Hold	14,203	–	–	0.2%	107
2019 Q2	$2.13M	Buy	14,203 +872	+7%	+$131K	0.2%	108
2019 Q1	$1.93M	Sell	13,331 -1,428	-10%	-$207K	0.19%	116
2018 Q4	$1.88M	Buy	14,759 +49	+0.3%	+$6.26K	0.2%	113
2018 Q3	$2.2M	Buy	14,710 +3,130	+27%	+$468K	0.19%	107
2018 Q2	$1.63M	Hold	11,580	–	–	0.15%	120
2018 Q1	$1.57M	Hold	11,580	–	–	0.15%	120
2017 Q4	$1.59M	Hold	11,580	–	–	0.16%	115
2017 Q3	$1.5M	Buy	+11,580	New	+$1.5M	0.18%	104