IMS Capital Management’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
Q2 | $4.1M | Buy |
13,489
+409
| +3% | +$124K | 1.91% | 10 |
|
|
2025
Q1 | $3.59M | Buy |
13,080
+2,837
| +28% | +$780K | 1.81% | 13 |
|
|
2024
Q4 | $2.97M | Buy |
10,243
+230
| +2% | +$66.7K | 1.38% | 17 |
|
|
2024
Q3 | $2.84M | Hold |
10,013
| – | – | 1.27% | 18 |
|
|
2024
Q2 | $2.75M | Buy |
10,013
+3,334
| +50% | +$917K | 1.28% | 19 |
|
|
2024
Q1 | $1.74M | Buy |
6,679
+2,754
| +70% | +$716K | 0.81% | 37 |
|
|
2023
Q4 | $931K | Buy |
3,925
+355
| +10% | +$84.2K | 0.46% | 58 |
|
|
2023
Q3 | $758K | Buy |
3,570
+1,500
| +72% | +$319K | 0.45% | 58 |
|
|
2023
Q2 | $456K | Buy |
+2,070
| New | +$456K | 0.25% | 86 |
|