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 |
|