Meridian 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
$259K Buy
832
+9
+1% +$2.8K 0.07% 71
2025
Q1
$226K Sell
823
-1,128
-58% -$310K 0.07% 69
2024
Q4
$565K Sell
1,951
-171
-8% -$49.6K 0.15% 64
2024
Q3
$601K Sell
2,122
-36
-2% -$10.2K 0.15% 65
2024
Q2
$577K Sell
2,158
-213
-9% -$57K 0.16% 65
2024
Q1
$616K Sell
2,371
-358
-13% -$93K 0.17% 61
2023
Q4
$679K Buy
2,729
+1,087
+66% +$271K 0.19% 58
2023
Q3
$349K Sell
1,642
-164
-9% -$34.8K 0.11% 75
2023
Q2
$398K Buy
1,806
+63
+4% +$13.9K 0.12% 70
2023
Q1
$356K Buy
+1,743
New +$356K 0.12% 69