Loudon Investment 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 | $980K | Sell |
3,224
-340
| -10% | -$103K | 0.54% | 49 |
|
2025
Q1 | $980K | Sell |
3,564
-58
| -2% | -$15.9K | 0.56% | 45 |
|
2024
Q4 | $1.05M | Buy |
3,622
+200
| +6% | +$58K | 0.6% | 44 |
|
2024
Q3 | $969K | Buy |
3,422
+128
| +4% | +$36.2K | 0.53% | 45 |
|
2024
Q2 | $881K | Sell |
3,294
-128
| -4% | -$34.2K | 0.52% | 46 |
|
2024
Q1 | $889K | Sell |
3,422
-222
| -6% | -$57.7K | 0.51% | 48 |
|
2023
Q4 | $864K | Buy |
3,644
+853
| +31% | +$202K | 0.53% | 48 |
|
2023
Q3 | $593K | Sell |
2,791
-656
| -19% | -$139K | 0.41% | 60 |
|
2023
Q2 | $759K | Buy |
3,447
+99
| +3% | +$21.8K | 0.5% | 51 |
|
2023
Q1 | $683K | Buy |
3,348
+326
| +11% | +$66.5K | 0.47% | 55 |
|
2022
Q4 | $578K | Buy |
3,022
+480
| +19% | +$91.8K | 0.42% | 62 |
|
2022
Q3 | $456K | Buy |
2,542
+384
| +18% | +$68.9K | 0.36% | 63 |
|
2022
Q2 | $407K | Buy |
2,158
+150
| +7% | +$28.3K | 0.31% | 69 |
|
2022
Q1 | $457K | Buy |
2,008
+13
| +0.7% | +$2.96K | 0.3% | 68 |
|
2021
Q4 | $482K | Buy |
1,995
+80
| +4% | +$19.3K | 0.31% | 66 |
|
2021
Q3 | $425K | Buy |
1,915
+120
| +7% | +$26.6K | 0.3% | 68 |
|
2021
Q2 | $400K | Buy |
1,795
+125
| +7% | +$27.9K | 0.27% | 68 |
|
2021
Q1 | $345K | Buy |
1,670
+120
| +8% | +$24.8K | 0.25% | 65 |
|
2020
Q4 | $302K | Sell |
1,550
-70
| -4% | -$13.6K | 0.24% | 62 |
|
2020
Q3 | $276K | Hold |
1,620
| – | – | 0.23% | 65 |
|
2020
Q2 | $254K | Hold |
1,620
| – | – | 0.22% | 67 |
|
2020
Q1 | $209K | Buy |
+1,620
| New | +$209K | 0.22% | 73 |
|