Ground Swell Capital’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
Q1 | – | Sell |
-2,601
| Closed | -$754K | – | 264 |
|
2024
Q4 | $754K | Buy |
+2,601
| New | +$754K | 1.13% | 13 |
|
2024
Q1 | – | Sell |
-3,047
| Closed | -$723K | – | 124 |
|
2023
Q4 | $723K | Buy |
3,047
+1,771
| +139% | +$420K | 2.66% | 8 |
|
2023
Q3 | $271K | Buy |
+1,276
| New | +$271K | 0.44% | 27 |
|
2021
Q1 | – | Sell |
-5,352
| Closed | -$1.04M | – | 136 |
|
2020
Q4 | $1.04M | Buy |
+5,352
| New | +$1.04M | 3.99% | 4 |
|