Morton 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 | $1.52M | Sell |
4,995
-20
| -0.4% | -$6.08K | 0.27% | 36 |
|
|
2025
Q1 | $1.38M | Buy |
5,015
+264
| +6% | +$72.6K | 0.27% | 36 |
|
|
2024
Q4 | $1.38M | Buy |
4,751
+620
| +15% | +$180K | 0.26% | 38 |
|
|
2024
Q3 | $1.17M | Hold |
4,131
| – | – | 0.23% | 39 |
|
|
2024
Q2 | $1.11M | Sell |
4,131
-16,853
| -80% | -$4.51M | 0.26% | 34 |
|
|
2024
Q1 | $5.45M | Hold |
20,984
| – | – | 1.47% | 12 |
|
|
2023
Q4 | $4.98M | Hold |
20,984
| – | – | 1.48% | 12 |
|
|
2023
Q3 | $4.46M | Hold |
20,984
| – | – | 1.58% | 9 |
|
|
2023
Q2 | $4.62M | Hold |
20,984
| – | – | 1.58% | 11 |
|
|
2023
Q1 | $4.28M | Hold |
20,984
| – | – | 1.52% | 11 |
|
|
2022
Q4 | $4.01M | Sell |
20,984
-85
| -0.4% | -$16.3K | 1.57% | 11 |
|
|
2022
Q3 | $3.78M | Buy |
21,069
+395
| +2% | +$70.9K | 1.72% | 8 |
|
|
2022
Q2 | $3.9M | Buy |
20,674
+16,983
| +460% | +$3.2M | 1.7% | 7 |
|
|
2022
Q1 | $840K | Hold |
3,691
| – | – | 0.34% | 30 |
|
|
2021
Q4 | $891K | Buy |
+3,691
| New | +$891K | 0.36% | 29 |
|