Peak Asset Management’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 | $1.1M | Buy |
3,620
+316
| +10% | +$96.1K | 0.2% | 69 |
|
|
2025
Q1 | $908K | Buy |
3,304
+179
| +6% | +$49.2K | 0.17% | 74 |
|
|
2024
Q4 | $906K | Sell |
3,125
-120
| -4% | -$34.8K | 0.17% | 75 |
|
|
2024
Q3 | $919K | Sell |
3,245
-96
| -3% | -$27.2K | 0.17% | 75 |
|
|
2024
Q2 | $894K | Sell |
3,341
-21
| -0.6% | -$5.62K | 0.18% | 75 |
|
|
2024
Q1 | $874K | Buy |
+3,362
| New | +$874K | 0.17% | 80 |
|
|
2022
Q1 | – | Sell |
-1,157
| Closed | -$279K | – | 142 |
|
|
2021
Q4 | $279K | Sell |
1,157
-26
| -2% | -$6.27K | 0.06% | 122 |
|
|
2021
Q3 | $263K | Buy |
1,183
+101
| +9% | +$22.5K | 0.06% | 122 |
|
|
2021
Q2 | $241K | Buy |
+1,082
| New | +$241K | 0.06% | 126 |
|
|
2015
Q4 | – | Sell |
-2,926
| Closed | -$289K | – | 132 |
|
|
2015
Q3 | $289K | Buy |
+2,926
| New | +$289K | 0.15% | 92 |
|