Family 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 | $1.61M | Hold |
5,289
| – | – | 0.24% | 79 |
|
|
2025
Q1 | $1.45M | Buy |
5,289
+68
| +1% | +$18.7K | 0.24% | 79 |
|
|
2024
Q4 | $1.51M | Buy |
5,221
+2,302
| +79% | +$667K | 0.24% | 77 |
|
|
2024
Q3 | $827K | Buy |
2,919
+897
| +44% | +$254K | 0.14% | 90 |
|
|
2024
Q2 | $541K | Hold |
2,022
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $526K | Hold |
2,022
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $480K | Hold |
2,022
| – | – | 0.1% | 90 |
|
|
2023
Q3 | $429K | Hold |
2,022
| – | – | 0.1% | 79 |
|
|
2023
Q2 | $445K | Sell |
2,022
-1,078
| -35% | -$237K | 0.1% | 84 |
|
|
2023
Q1 | $633K | Hold |
3,100
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $593K | Buy |
3,100
+167
| +6% | +$31.9K | 0.14% | 80 |
|
|
2022
Q3 | $526K | Buy |
2,933
+57
| +2% | +$10.2K | 0.14% | 86 |
|
|
2022
Q2 | $542K | Buy |
2,876
+541
| +23% | +$102K | 0.15% | 88 |
|
|
2022
Q1 | $532K | Hold |
2,335
| – | – | 0.15% | 92 |
|
|
2021
Q4 | $564K | Buy |
2,335
+395
| +20% | +$95.4K | 0.15% | 98 |
|
|
2021
Q3 | $431K | Hold |
1,940
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $432K | Buy |
1,940
+1,270
| +190% | +$283K | 0.11% | 118 |
|
|
2021
Q1 | $138K | Hold |
670
| – | – | 0.04% | 150 |
|
|
2020
Q4 | $130K | Buy |
+670
| New | +$130K | 0.04% | 158 |
|
|
2020
Q3 | – | Sell |
-1,498
| Closed | -$234K | – | 168 |
|
|
2020
Q2 | $234K | Hold |
1,498
| – | – | 0.1% | 121 |
|
|
2020
Q1 | $193K | Sell |
1,498
-336
| -18% | -$43.3K | 0.1% | 121 |
|
|
2019
Q4 | $300K | Buy |
1,834
+39
| +2% | +$6.38K | 0.1% | 121 |
|
|
2019
Q3 | $271K | Sell |
1,795
-217
| -11% | -$32.8K | 0.1% | 114 |
|
|
2019
Q2 | $302K | Sell |
2,012
-239
| -11% | -$35.9K | 0.12% | 101 |
|
|
2019
Q1 | $326K | Sell |
2,251
-14
| -0.6% | -$2.03K | 0.14% | 102 |
|
|
2018
Q4 | $289K | Buy |
+2,265
| New | +$289K | 0.12% | 97 |
|