IC
Inscription 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 | $5.98M | Sell |
19,674
-1,211
| -6% | -$368K | 0.86% | 23 |
|
|
2025
Q1 | $5.43M | Buy |
+20,885
| New | +$5.43M | 0.89% | 21 |
|
|
2024
Q3 | $6.15M | Buy |
21,705
+3
| +0% | +$849 | 0.91% | 21 |
|
|
2024
Q2 | $5.81M | Buy |
21,702
+472
| +2% | +$126K | 0.93% | 21 |
|
|
2024
Q1 | $5.52M | Buy |
21,230
+5,803
| +38% | +$1.51M | 0.91% | 20 |
|
|
2023
Q4 | $3.66M | Sell |
15,427
-185
| -1% | -$43.9K | 1% | 17 |
|
|
2023
Q3 | $3.32M | Sell |
15,612
-273
| -2% | -$58K | 1.08% | 17 |
|
|
2023
Q2 | $3.5M | Buy |
15,885
+204
| +1% | +$44.9K | 1.09% | 18 |
|
|
2023
Q1 | $3.2M | Buy |
15,681
+470
| +3% | +$95.9K | 0.85% | 23 |
|
|
2022
Q4 | $2.91M | Sell |
15,211
-6,476
| -30% | -$1.24M | 1% | 19 |
|
|
2022
Q3 | $3.89M | Buy |
21,687
+242
| +1% | +$43.4K | 1.1% | 13 |
|
|
2022
Q2 | $4.05M | Sell |
21,445
-5,967
| -22% | -$1.13M | 0.73% | 31 |
|
|
2022
Q1 | $6.24M | Sell |
27,412
-45
| -0.2% | -$10.2K | 1.78% | 10 |
|
|
2021
Q4 | $6.63M | Buy |
27,457
+4,502
| +20% | +$1.09M | 1.81% | 11 |
|
|
2021
Q3 | $5.1M | Buy |
22,955
+14,087
| +159% | +$3.13M | 1.6% | 12 |
|
|
2021
Q2 | $1.98M | Sell |
8,868
-2,847
| -24% | -$634K | 0.22% | 91 |
|
|
2021
Q1 | $2.42M | Sell |
11,715
-9,011
| -43% | -$1.86M | 0.83% | 32 |
|
|
2020
Q4 | $4.03M | Buy |
20,726
+2,582
| +14% | +$503K | 1.55% | 11 |
|
|
2020
Q3 | $3.09M | Buy |
+18,144
| New | +$3.09M | 1.37% | 14 |
|
|
2019
Q1 | – | Sell |
-187
| Closed | -$24K | – | 289 |
|
|
2018
Q4 | $24K | Buy |
+187
| New | +$24K | 0.01% | 237 |
|