Ranch Capital Advisors’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
$1.32M Hold
4,334
0.57% 52
2025
Q1
$1.19M Sell
4,334
-221
-5% -$60.7K 0.56% 53
2024
Q4
$1.32M Buy
4,555
+239
+6% +$69.3K 0.62% 50
2024
Q3
$1.22M Hold
4,316
0.58% 57
2024
Q2
$1.15M Buy
4,316
+10
+0.2% +$2.68K 0.6% 51
2024
Q1
$1.12M Buy
4,306
+1
+0% +$260 0.6% 54
2023
Q4
$1.02M Hold
4,305
0.64% 54
2023
Q3
$914K Sell
4,305
-1
-0% -$212 0.64% 48
2023
Q2
$949K Buy
4,306
+5
+0.1% +$1.1K 0.67% 46
2023
Q1
$878K Buy
4,301
+50
+1% +$10.2K 0.64% 50
2022
Q4
$813K Hold
4,251
0.64% 52
2022
Q3
$763K Hold
4,251
0.62% 51
2022
Q2
$802K Hold
4,251
0.62% 53
2022
Q1
$968K Hold
4,251
0.64% 50
2021
Q4
$1.03M Hold
4,251
0.67% 45
2021
Q3
$944K Sell
4,251
-21
-0.5% -$4.66K 0.59% 49
2021
Q2
$951K Sell
4,272
-275
-6% -$61.2K 0.57% 50
2021
Q1
$939K Buy
4,547
+15
+0.3% +$3.1K 0.62% 44
2020
Q4
$882K Buy
4,532
+18
+0.4% +$3.5K 0.63% 42
2020
Q3
$768K Buy
4,514
+17
+0.4% +$2.89K 0.62% 47
2020
Q2
$765K Buy
4,497
+4,342
+2,801% +$739K 0.6% 47
2020
Q1
$20K Buy
155
+91
+142% +$11.7K 0.02% 440
2019
Q4
$10K Buy
+64
New +$10K 0.01% 675