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