HMS Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Hold |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $518K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $425K | Hold |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $617K | Hold |
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|
2021
Q3 | $568K | Hold |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $471K | Sell |
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|
2020
Q3 | $903K | Sell |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $853K | Sell |
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|
2019
Q4 | $3.43M | Buy |
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|
2019
Q3 | $3.17M | Buy |
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|
2019
Q2 | $3.14M | Sell |
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|
2019
Q1 | $3.41M | Buy |
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|
2018
Q4 | $494K | Buy |
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|
2018
Q3 | $564K | Sell |
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|
2018
Q2 | $539K | Buy |
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|
2018
Q1 | $506K | Buy |
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