Partners Capital Investment 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 | $5.54M | Sell |
18,213
-18,004
| -50% | -$5.47M | 0.22% | 53 |
|
|
2025
Q1 | $9.95M | Buy |
36,217
+18,231
| +101% | +$5.01M | 0.17% | 68 |
|
|
2024
Q4 | $5.21M | Sell |
17,986
-1,537
| -8% | -$445K | 0.14% | 60 |
|
|
2024
Q3 | $5.53M | Sell |
19,523
-45
| -0.2% | -$12.7K | 0.09% | 88 |
|
|
2024
Q2 | $5.27M | Sell |
19,568
-118,108
| -86% | -$31.8M | 0.09% | 97 |
|
|
2024
Q1 | $35.8M | Sell |
137,676
-24,684
| -15% | -$6.42M | 0.97% | 27 |
|
|
2023
Q4 | $38.5M | Buy |
162,360
+25,479
| +19% | +$6.04M | 0.84% | 25 |
|
|
2023
Q3 | $29.1M | Sell |
136,881
-6,725
| -5% | -$1.43M | 0.7% | 24 |
|
|
2023
Q2 | $31.6M | Sell |
143,606
-32,001
| -18% | -$7.05M | 0.68% | 28 |
|
|
2023
Q1 | $35.8M | Buy |
175,607
+10,572
| +6% | +$2.16M | 1.54% | 18 |
|
|
2022
Q4 | $31.6M | Buy |
165,035
+52,201
| +46% | +$9.98M | 1.52% | 16 |
|
|
2022
Q3 | $20.3M | Buy |
112,834
+112,461
| +30,150% | +$20.2M | 1.2% | 18 |
|
|
2022
Q2 | $70K | Buy |
+373
| New | +$70K | ﹤0.01% | 118 |
|