Family CFO’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 | $46.8M | Buy |
153,825
+2,091
| +1% | +$636K | 23.42% | 1 |
|
2025
Q1 | $41.7M | Buy |
151,734
+2,389
| +2% | +$657K | 22.88% | 1 |
|
2024
Q4 | $43.3M | Buy |
149,345
+3,395
| +2% | +$984K | 23.83% | 1 |
|
2024
Q3 | $41.3M | Buy |
145,950
+229
| +0.2% | +$64.8K | 23.31% | 1 |
|
2024
Q2 | $39M | Sell |
145,721
-772
| -0.5% | -$207K | 23.99% | 1 |
|
2024
Q1 | $38.1M | Sell |
146,493
-2,125
| -1% | -$552K | 23.58% | 1 |
|
2023
Q4 | $35.3M | Buy |
148,618
+2,362
| +2% | +$560K | 22.74% | 1 |
|
2023
Q3 | $31.1M | Buy |
146,256
+1,936
| +1% | +$411K | 22.34% | 1 |
|
2023
Q2 | $31.8M | Buy |
144,320
+6,174
| +4% | +$1.36M | 22.44% | 1 |
|
2023
Q1 | $28.2M | Buy |
138,146
+2,274
| +2% | +$464K | 21.51% | 1 |
|
2022
Q4 | $26M | Buy |
135,872
+434
| +0.3% | +$83K | 23.33% | 1 |
|
2022
Q3 | $24.3M | Buy |
135,438
+13,291
| +11% | +$2.39M | 25.76% | 1 |
|
2022
Q2 | $23M | Buy |
122,147
+1,364
| +1% | +$257K | 25.16% | 1 |
|
2022
Q1 | $27.5M | Sell |
120,783
-3,309
| -3% | -$753K | 27.92% | 1 |
|
2021
Q4 | $30M | Buy |
+124,092
| New | +$30M | 28.92% | 1 |
|