Excalibur 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 | $230K | Hold |
758
| – | – | 0.09% | 153 |
|
|
2025
Q1 | $208K | Buy |
758
+2
| +0.3% | +$550 | 0.08% | 158 |
|
|
2024
Q4 | $219K | Buy |
+756
| New | +$219K | 0.09% | 155 |
|
|
2016
Q4 | – | Sell |
-1,840
| Closed | -$205K | – | 77 |
|
|
2016
Q3 | $205K | Sell |
1,840
-214
| -10% | -$23.8K | 0.19% | 66 |
|
|
2016
Q2 | $220K | Hold |
2,054
| – | – | 0.19% | 64 |
|
|
2016
Q1 | $215K | Sell |
2,054
-979
| -32% | -$102K | 0.19% | 67 |
|
|
2015
Q4 | $316K | Buy |
+3,033
| New | +$316K | 0.29% | 51 |
|