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Interchange Capital Partners’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
$1.76M Sell
5,793
-863
-13% -$262K 0.41% 49
2025
Q1
$1.83M Sell
6,656
-9
-0.1% -$2.47K 0.51% 40
2024
Q4
$1.93M Sell
6,665
-1
-0% -$290 0.7% 35
2024
Q3
$1.89M Sell
6,666
-580
-8% -$164K 0.66% 40
2024
Q2
$1.94M Buy
7,246
+6,466
+829% +$1.73M 0.71% 37
2024
Q1
$203K Buy
+780
New +$203K 0.14% 161
2023
Q2
Sell
-9,345
Closed -$1.91M 216
2023
Q1
$1.91M Buy
+9,345
New +$1.91M 1.03% 21
2021
Q4
Sell
-2,222
Closed -$493K 197
2021
Q3
$493K Sell
2,222
-21
-0.9% -$4.66K 0.82% 45
2021
Q2
$499K Sell
2,243
-1,145
-34% -$255K 0.77% 47
2021
Q1
$749K Sell
3,388
-1,072
-24% -$237K 0.41% 81
2020
Q4
$868K Buy
+4,460
New +$868K 0.47% 50