Exchange Bank’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 | $3.85M | Sell |
12,657
-160
| -1% | -$48.6K | 3.04% | 5 |
|
|
2025
Q1 | $3.52M | Sell |
12,817
-389
| -3% | -$107K | 2.84% | 8 |
|
|
2024
Q4 | $3.83M | Buy |
13,206
+4
| +0% | +$1.16K | 3.08% | 5 |
|
|
2024
Q3 | $3.74M | Buy |
13,202
+453
| +4% | +$128K | 3.06% | 6 |
|
|
2024
Q2 | $3.41M | Buy |
12,749
+786
| +7% | +$210K | 2.9% | 9 |
|
|
2024
Q1 | $3.11M | Buy |
11,963
+122
| +1% | +$31.7K | 2.56% | 8 |
|
|
2023
Q4 | $2.81M | Buy |
11,841
+1,089
| +10% | +$258K | 2.43% | 9 |
|
|
2023
Q3 | $2.28M | Sell |
10,752
-142
| -1% | -$30.2K | 2.19% | 9 |
|
|
2023
Q2 | $2.4M | Buy |
+10,894
| New | +$2.4M | 2.32% | 8 |
|