HM Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

HM Capital Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$649K	Hold	3,615	–	–	0.39%	31
2022 Q2	$682K	Sell	3,615 -746	-17%	-$141K	0.38%	31
2022 Q1	$993K	Hold	4,361	–	–	0.36%	25
2021 Q4	$1.05M	Sell	4,361 -21	-0.5%	-$5.07K	0.4%	24
2021 Q3	$973K	Sell	4,382 -448	-9%	-$99.5K	0.42%	20
2021 Q2	$1.08M	Hold	4,830	–	–	0.47%	20
2021 Q1	$998K	Hold	4,830	–	–	0.46%	19
2020 Q4	$940K	Hold	4,830	–	–	0.47%	20
2020 Q3	$823K	Hold	4,830	–	–	0.5%	19
2020 Q2	$756K	Sell	4,830 -285	-6%	-$44.6K	0.49%	18
2020 Q1	$659K	Sell	5,115 -244	-5%	-$31.4K	0.49%	19
2019 Q4	$877K	Hold	5,359	–	–	0.53%	20
2019 Q3	$809K	Hold	5,359	–	–	0.51%	19
2019 Q2	$804K	Sell	5,359 -93	-2%	-$14K	0.5%	22
2019 Q1	$789K	Buy	5,452 +93	+2%	+$13.5K	0.58%	19
2018 Q4	$684K	Hold	5,359	–	–	0.59%	21
2018 Q3	$802K	Hold	5,359	–	–	0.61%	20
2018 Q2	$753K	Hold	5,359	–	–	0.58%	20
2018 Q1	$727K	Sell	5,359 -89	-2%	-$12.1K	0.58%	21
2017 Q4	$748K	Buy	5,448 +89	+2%	+$12.2K	0.61%	20
2017 Q3	$694K	Sell	5,359 -93	-2%	-$12K	0.61%	19
2017 Q2	$679K	Hold	5,452	–	–	0.63%	18
2017 Q1	$662K	Buy	5,452 +55	+1%	+$6.68K	0.64%	17
2016 Q4	$623K	Sell	5,397 -516	-9%	-$59.6K	0.63%	17
2016 Q3	$658K	Buy	5,913 +61	+1%	+$6.79K	0.67%	17
2016 Q2	$626K	Hold	5,852	–	–	0.65%	18
2016 Q1	$615K	Hold	5,852	–	–	0.68%	18
2015 Q4	$611K	Buy	5,852 +93	+2%	+$9.71K	0.65%	17
2015 Q3	$569K	Buy	5,759 +171	+3%	+$16.9K	0.63%	16
2015 Q2	$598K	Buy	5,588 +74	+1%	+$7.92K	0.61%	15
2015 Q1	$591K	Hold	5,514	–	–	0.61%	15
2014 Q4	$585K	Hold	5,514	–	–	0.6%	14
2014 Q3	$559K	Hold	5,514	–	–	0.67%	14
2014 Q2	$560K	Hold	5,514	–	–	0.69%	14
2014 Q1	$539K	Sell	5,514 -6,994	-56%	-$684K	0.85%	13
2013 Q4	$1.15M	Buy	12,508 +6,254	+100%	+$574K	1.34%	12
2013 Q3	$548K	Buy	6,254 +740	+13%	+$64.8K	0.8%	18
2013 Q2	$456K	Buy	+5,514	New	+$456K	0.86%	17