Northcape Wealth 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
$568K Hold
1,870
0.17% 95
2025
Q1
$514K Hold
1,870
0.17% 96
2024
Q4
$542K Buy
1,870
+170
+10% +$49.3K 0.18% 94
2024
Q3
$481K Buy
1,700
+400
+31% +$113K 0.16% 97
2024
Q2
$348K Buy
1,300
+500
+63% +$134K 0.13% 105
2024
Q1
$208K Buy
+800
New +$208K 0.08% 132