Middleton & Co’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 | $212K | Buy |
+697
| New | +$212K | 0.02% | 158 |
|
|
2025
Q1 | – | Sell |
-697
| Closed | -$202K | – | 161 |
|
|
2024
Q4 | $202K | Sell |
697
-135
| -16% | -$39.1K | 0.02% | 157 |
|
|
2024
Q3 | $236K | Sell |
832
-30
| -3% | -$8.5K | 0.03% | 149 |
|
|
2024
Q2 | $231K | Hold |
862
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $224K | Hold |
862
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $204K | Sell |
862
-94
| -10% | -$22.3K | 0.03% | 155 |
|
|
2023
Q3 | $203K | Buy |
+956
| New | +$203K | 0.03% | 146 |
|