Orcam Financial Group’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 | $7.47M | Buy |
24,579
+725
| +3% | +$220K | 6.49% | 4 |
|
|
2025
Q1 | $6.56M | Buy |
23,854
+684
| +3% | +$188K | 6.14% | 4 |
|
|
2024
Q4 | $6.71M | Buy |
23,170
+1,504
| +7% | +$436K | 6.49% | 4 |
|
|
2024
Q3 | $6.13M | Buy |
21,666
+4,357
| +25% | +$1.23M | 5.94% | 4 |
|
|
2024
Q2 | $4.63M | Buy |
17,309
+1,805
| +12% | +$483K | 4.97% | 4 |
|
|
2024
Q1 | $4.03M | Buy |
15,504
+1,478
| +11% | +$384K | 4.41% | 5 |
|
|
2023
Q4 | $3.33M | Buy |
14,026
+1,102
| +9% | +$261K | 4.07% | 5 |
|
|
2023
Q3 | $2.75M | Buy |
12,924
+4,464
| +53% | +$948K | 3.69% | 5 |
|
|
2023
Q2 | $1.86M | Buy |
8,460
+2,937
| +53% | +$647K | 2.57% | 9 |
|
|
2023
Q1 | $1.13M | Buy |
5,523
+1,751
| +46% | +$357K | 1.56% | 14 |
|
|
2022
Q4 | $721K | Buy |
3,772
+1,666
| +79% | +$318K | 1.11% | 18 |
|
|
2022
Q3 | $378K | Buy |
2,106
+1
| +0% | +$179 | 0.64% | 19 |
|
|
2022
Q2 | $397K | Buy |
2,105
+1
| +0% | +$189 | 0.64% | 20 |
|
|
2022
Q1 | $479K | Buy |
2,104
+1
| +0% | +$228 | 0.68% | 20 |
|
|
2021
Q4 | $508K | Buy |
+2,103
| New | +$508K | 0.7% | 18 |
|