Orion 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 | $2.03M | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $156K | Sell |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $191K | Buy |
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