Mountain Capital Investment 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 | $425K | Buy |
1,399
+13
| +0.9% | +$3.95K | 0.08% | 34 |
|
|
2025
Q1 | $373K | Buy |
1,386
+160
| +13% | +$43K | 0.08% | 35 |
|
|
2024
Q4 | $363K | Buy |
1,226
+10
| +0.8% | +$2.96K | 0.08% | 36 |
|
|
2024
Q3 | $360K | Sell |
1,216
-1,014
| -45% | -$300K | 0.08% | 37 |
|
|
2024
Q2 | $617K | Buy |
2,230
+1,397
| +168% | +$387K | 0.15% | 22 |
|
|
2024
Q1 | $215K | Buy |
+833
| New | +$215K | 0.06% | 40 |
|
|
2023
Q3 | – | Sell |
-913
| Closed | -$207K | – | 71 |
|
|
2023
Q2 | $207K | Buy |
+913
| New | +$207K | 0.08% | 68 |
|
|
2018
Q4 | – | Sell |
-1,662
| Closed | -$249K | – | 44 |
|
|
2018
Q3 | $249K | Buy |
+1,662
| New | +$249K | 0.24% | 37 |
|