Maryland Capital Advisors’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 | $17.5M | Sell |
57,425
-643
| -1% | -$195K | 6.84% | 3 |
|
|
2025
Q1 | $16M | Sell |
58,068
-3,668
| -6% | -$1.01M | 7.04% | 4 |
|
|
2024
Q4 | $17.9M | Buy |
61,736
+22,185
| +56% | +$6.43M | 8.29% | 4 |
|
|
2024
Q3 | $11.2M | Sell |
39,551
-1,506
| -4% | -$426K | 5.44% | 4 |
|
|
2024
Q2 | $11M | Sell |
41,057
-2,162
| -5% | -$578K | 5.91% | 4 |
|
|
2024
Q1 | $11.2M | Sell |
43,219
-1,488
| -3% | -$387K | 6.97% | 3 |
|
|
2023
Q4 | $10.6M | Sell |
44,707
-600
| -1% | -$142K | 7.01% | 2 |
|
|
2023
Q3 | $9.62M | Sell |
45,307
-1,357
| -3% | -$288K | 7.35% | 3 |
|
|
2023
Q2 | $10.3M | Sell |
46,664
-803
| -2% | -$177K | 8.26% | 2 |
|
|
2023
Q1 | $9.69M | Sell |
47,467
-1,750
| -4% | -$357K | 8.56% | 2 |
|
|
2022
Q4 | $9.41M | Sell |
49,217
-4,149
| -8% | -$793K | 8.79% | 2 |
|
|
2022
Q3 | $9.58M | Sell |
53,366
-446
| -0.8% | -$80K | 10.05% | 2 |
|
|
2022
Q2 | $10.2M | Buy |
53,812
+7,636
| +17% | +$1.44M | 10.71% | 2 |
|
|
2022
Q1 | $10.5M | Sell |
46,176
-986
| -2% | -$224K | 9.21% | 2 |
|
|
2021
Q4 | $11.4M | Buy |
+47,162
| New | +$11.4M | 9.39% | 3 |
|