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InterOcean Capital Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

InterOcean Capital Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$9.8K Sell
37,700
-6,300
-14% -$1.56M ﹤0.01% 484
2023
Q4 		$10.4K Buy
44,000
+3,900
+10% +$862K ﹤0.01% 460
2023
Q3 		$8.52K Buy
40,100
+18,500
+86% +$4.09M ﹤0.01% 441
2023
Q2 		$4.76K Buy
21,600
+9,000
+71% +$1.88M ﹤0.01% 445
2023
Q1 		$2.57K Buy
12,600
+1,200
+11% +$240K ﹤0.01% 411
2022
Q4 		$2.18K Buy
11,400
+2,700
+31% +$520K ﹤0.01% 402
2022
Q3 		$1.56M Buy
8,700
+1,500
+21% +$299K 0.06% 130
2022
Q2 		$1.36M Buy
7,200
+900
+14% +$185K 0.06% 138
2022
Q1 		$1.44M Buy
+6,300
New +$1.42M 0.06% 103

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RIM
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US Bancorp
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Wealthfront Advisers
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Bank of America
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LPL Financial
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Morgan Stanley
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WI
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return