PYA Waltman Capital’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 | $1.24M | Hold |
4,081
| – | – | 0.36% | 46 |
|
|
2025
Q1 | $1.12M | Buy |
4,081
+368
| +10% | +$101K | 0.35% | 46 |
|
|
2024
Q4 | $1.08M | Hold |
3,713
| – | – | 0.35% | 47 |
|
|
2024
Q3 | $1.05M | Hold |
3,713
| – | – | 0.34% | 48 |
|
|
2024
Q2 | $993K | Hold |
3,713
| – | – | 0.36% | 44 |
|
|
2024
Q1 | $965K | Buy |
3,713
+1,193
| +47% | +$310K | 0.36% | 45 |
|
|
2023
Q4 | $598K | Hold |
2,520
| – | – | 0.25% | 53 |
|
|
2023
Q3 | $535K | Hold |
2,520
| – | – | 0.23% | 53 |
|
|
2023
Q2 | $562K | Sell |
2,520
-350
| -12% | -$78K | 0.24% | 47 |
|
|
2023
Q1 | $586K | Buy |
2,870
+350
| +14% | +$71.4K | 0.29% | 43 |
|
|
2022
Q4 | $482K | Hold |
2,520
| – | – | 0.25% | 40 |
|
|
2022
Q3 | $452K | Buy |
2,520
+287
| +13% | +$51.5K | 0.27% | 33 |
|
|
2022
Q2 | $421K | Buy |
2,233
+82
| +4% | +$15.5K | 0.23% | 30 |
|
|
2022
Q1 | $490K | Buy |
2,151
+706
| +49% | +$161K | 0.24% | 28 |
|
|
2021
Q4 | $349K | Buy |
+1,445
| New | +$349K | 0.18% | 30 |
|
|
2021
Q2 | – | Sell |
-145
| Closed | -$30K | – | 47 |
|
|
2021
Q1 | $30K | Hold |
145
| – | – | 0.02% | 44 |
|
|
2020
Q4 | $28K | Buy |
145
+56
| +63% | +$10.8K | 0.02% | 51 |
|
|
2020
Q3 | $15K | Buy |
+89
| New | +$15K | 0.01% | 44 |
|