Grimes & Company’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
$3.13M Buy
10,291
+319
+3% +$97K 0.09% 134
2025
Q1
$2.74M Buy
9,972
+271
+3% +$74.5K 0.08% 127
2024
Q4
$2.81M Buy
9,701
+1,855
+24% +$538K 0.08% 128
2024
Q3
$2.22M Buy
7,846
+1,989
+34% +$563K 0.06% 138
2024
Q2
$1.57M Buy
5,857
+1,395
+31% +$373K 0.05% 148
2024
Q1
$1.16M Sell
4,462
-105
-2% -$27.3K 0.04% 166
2023
Q4
$1.08M Sell
4,567
-593
-11% -$141K 0.04% 165
2023
Q3
$1.1M Buy
5,160
+913
+21% +$194K 0.04% 156
2023
Q2
$936K Sell
4,247
-134
-3% -$29.5K 0.03% 162
2023
Q1
$894K Buy
4,381
+641
+17% +$131K 0.04% 163
2022
Q4
$715K Buy
3,740
+74
+2% +$14.1K 0.03% 179
2022
Q3
$658K Buy
3,666
+77
+2% +$13.8K 0.03% 167
2022
Q2
$677K Buy
3,589
+28
+0.8% +$5.28K 0.03% 170
2022
Q1
$811K Sell
3,561
-1,010
-22% -$230K 0.04% 173
2021
Q4
$1.1M Buy
4,571
+975
+27% +$235K 0.05% 156
2021
Q3
$799K Buy
3,596
+2
+0.1% +$444 0.03% 172
2021
Q2
$801K Sell
3,594
-72
-2% -$16K 0.03% 168
2021
Q1
$758K Sell
3,666
-134
-4% -$27.7K 0.04% 162
2020
Q4
$740K Buy
3,800
+173
+5% +$33.7K 0.04% 162
2020
Q3
$618K Buy
3,627
+4
+0.1% +$682 0.04% 164
2020
Q2
$567K Sell
3,623
-20
-0.5% -$3.13K 0.04% 164
2020
Q1
$470K Buy
3,643
+3
+0.1% +$387 0.04% 166
2019
Q4
$596K Buy
3,640
+624
+21% +$102K 0.04% 170
2019
Q3
$455K Buy
3,016
+92
+3% +$13.9K 0.03% 181
2019
Q2
$439K Buy
2,924
+419
+17% +$62.9K 0.03% 182
2019
Q1
$363K Buy
2,505
+79
+3% +$11.4K 0.03% 185
2018
Q4
$310K Buy
2,426
+6
+0.2% +$767 0.03% 182
2018
Q3
$362K Buy
2,420
+49
+2% +$7.33K 0.03% 186
2018
Q2
$333K Buy
2,371
+2
+0.1% +$281 0.03% 185
2018
Q1
$321K Sell
2,369
-112
-5% -$15.2K 0.03% 183
2017
Q4
$341K Buy
2,481
+117
+5% +$16.1K 0.03% 169
2017
Q3
$306K Buy
2,364
+3
+0.1% +$388 0.03% 163
2017
Q2
$294K Buy
2,361
+59
+3% +$7.35K 0.03% 167
2017
Q1
$279K Buy
2,302
+3
+0.1% +$364 0.03% 170
2016
Q4
$265K Buy
2,299
+3
+0.1% +$346 0.03% 174
2016
Q3
$256K Sell
2,296
-59
-3% -$6.58K 0.03% 169
2016
Q2
$252K Buy
2,355
+2
+0.1% +$214 0.03% 173
2016
Q1
$247K Buy
+2,353
New +$247K 0.03% 169