OCM
Orion Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
6,665
+4,900
| +278% | +$1.49M | 0.77% | 25 |
|
|
2025
Q1 | $485K | Buy |
1,765
+20
| +1% | +$5.5K | 0.2% | 75 |
|
|
2024
Q4 | $506K | Buy |
1,745
+526
| +43% | +$152K | 0.22% | 73 |
|
|
2024
Q3 | $345K | Sell |
1,219
-3
| -0.2% | -$850 | 0.17% | 87 |
|
|
2024
Q2 | $327K | Hold |
1,222
| – | – | 0.17% | 86 |
|
|
2024
Q1 | $318K | Buy |
1,222
+36
| +3% | +$9.35K | 0.17% | 87 |
|
|
2023
Q4 | $281K | Buy |
1,186
+204
| +21% | +$48.4K | 0.16% | 94 |
|
|
2023
Q3 | $209K | Hold |
982
| – | – | 0.14% | 111 |
|
|
2023
Q2 | $216K | Hold |
982
| – | – | 0.14% | 119 |
|
|
2023
Q1 | $200K | Buy |
982
+115
| +13% | +$23.5K | 0.13% | 112 |
|
|
2022
Q4 | $166K | Hold |
867
| – | – | 0.12% | 125 |
|
|
2022
Q3 | $156K | Sell |
867
-33
| -4% | -$5.94K | 0.13% | 122 |
|
|
2022
Q2 | $170K | Sell |
900
-90
| -9% | -$17K | 0.13% | 108 |
|
|
2022
Q1 | $225K | Buy |
990
+69
| +7% | +$15.7K | 0.14% | 107 |
|
|
2021
Q4 | $222K | Hold |
921
| – | – | 0.13% | 108 |
|
|
2021
Q3 | $205K | Hold |
921
| – | – | 0.12% | 109 |
|
|
2021
Q2 | $205K | Sell |
921
-73
| -7% | -$16.2K | 0.13% | 109 |
|
|
2021
Q1 | $205K | Buy |
994
+11
| +1% | +$2.27K | 0.14% | 98 |
|
|
2020
Q4 | $191K | Buy |
+983
| New | +$191K | 0.14% | 91 |
|