Paloma Partners’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 | $6.38M | Buy |
20,994
+12,203
| +139% | +$3.71M | 0.94% | 22 |
|
2025
Q1 | $2.42M | Buy |
8,791
+8,591
| +4,296% | +$2.36M | 0.3% | 50 |
|
2024
Q4 | $58K | Buy |
+200
| New | +$58K | ﹤0.01% | 185 |
|
2023
Q1 | – | Sell |
-5,262
| Closed | -$1.01M | – | 425 |
|
2022
Q4 | $1.01M | Buy |
+5,262
| New | +$1.01M | 0.05% | 86 |
|
2020
Q3 | – | Sell |
-32,191
| Closed | -$5.04M | – | 2232 |
|
2020
Q2 | $5.04M | Buy |
+32,191
| New | +$5.04M | 0.09% | 257 |
|