HPC
Hobart Private Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $308K | Buy |
1,013
+194
| +24% | +$59K | 0.07% | 97 |
|
2025
Q1 | $225K | Hold |
819
| – | – | 0.06% | 91 |
|
2024
Q4 | $237K | Sell |
819
-10
| -1% | -$2.9K | 0.06% | 85 |
|
2024
Q3 | $235K | Buy |
829
+9
| +1% | +$2.55K | 0.06% | 77 |
|
2024
Q2 | $219K | Hold |
820
| – | – | 0.06% | 74 |
|
2024
Q1 | $213K | Buy |
+820
| New | +$213K | 0.07% | 63 |
|
2022
Q4 | – | Sell |
-1,256
| Closed | -$225K | – | 35 |
|
2022
Q3 | $225K | Buy |
+1,256
| New | +$225K | 0.16% | 34 |
|
2021
Q3 | – | Sell |
-1,076
| Closed | -$240K | – | 131 |
|
2021
Q2 | $240K | Sell |
1,076
-2,243
| -68% | -$500K | 0.1% | 117 |
|
2021
Q1 | $686K | Buy |
3,319
+1,861
| +128% | +$385K | 0.28% | 58 |
|
2020
Q4 | $284K | Buy |
+1,458
| New | +$284K | 0.12% | 122 |
|