Private Capital Management (Florida)’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 | $331K | Hold |
1,089
| – | – | 0.03% | 114 |
|
|
2025
Q1 | $299K | Hold |
1,089
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $316K | Sell |
1,089
-125
| -10% | -$36.2K | 0.03% | 106 |
|
|
2024
Q3 | $344K | Hold |
1,214
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $325K | Sell |
1,214
-80
| -6% | -$21.4K | 0.04% | 105 |
|
|
2024
Q1 | $336K | Sell |
1,294
-192
| -13% | -$49.9K | 0.04% | 103 |
|
|
2023
Q4 | $353K | Hold |
1,486
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $316K | Hold |
1,486
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $327K | Sell |
1,486
-36
| -2% | -$7.93K | 0.04% | 110 |
|
|
2023
Q1 | $311K | Buy |
+1,522
| New | +$311K | 0.04% | 93 |
|
|
2022
Q2 | – | Sell |
-930
| Closed | -$212K | – | 100 |
|
|
2022
Q1 | $212K | Buy |
+930
| New | +$212K | 0.03% | 70 |
|