New Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $545K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q1 | $198K | Sell |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $165K | Buy |
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|
2020
Q2 | $151K | Buy |
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|
2020
Q1 | $124K | Buy |
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|
2019
Q4 | $157K | Buy |
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|
2019
Q3 | $144K | Buy |
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|
2019
Q2 | $142K | Buy |
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|
2019
Q1 | $137K | Buy |
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|
2018
Q4 | $120K | Sell |
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|
2018
Q3 | $198K | Hold |
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|
2018
Q2 | $186K | Buy |
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|
2018
Q1 | $179K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $485K | Sell |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $427K | Buy |
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