Monarch Capital 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 | $240K | Hold |
788
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $217K | Buy |
788
+12
| +2% | +$3.3K | 0.06% | 111 |
|
|
2024
Q4 | $225K | Hold |
776
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $220K | Sell |
776
-1
| -0.1% | -$284 | 0.06% | 115 |
|
|
2024
Q2 | $209K | Hold |
777
| – | – | 0.06% | 113 |
|
|
2024
Q1 | $202K | Buy |
+777
| New | +$202K | 0.06% | 114 |
|
|
2022
Q3 | – | Sell |
-1,469
| Closed | -$277K | – | 120 |
|
|
2022
Q2 | $277K | Buy |
1,469
+114
| +8% | +$21.5K | 0.08% | 103 |
|
|
2022
Q1 | $308K | Sell |
1,355
-175
| -11% | -$39.8K | 0.08% | 103 |
|
|
2021
Q4 | $369K | Buy |
1,530
+120
| +9% | +$28.9K | 0.09% | 99 |
|
|
2021
Q3 | $313K | Buy |
1,410
+343
| +32% | +$76.1K | 0.09% | 101 |
|
|
2021
Q2 | $238K | Buy |
1,067
+28
| +3% | +$6.25K | 0.07% | 107 |
|
|
2021
Q1 | $215K | Buy |
+1,039
| New | +$215K | 0.06% | 106 |
|