Regency Capital 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 | $1.29M | Buy |
4,234
+10
| +0.2% | +$3.04K | 0.68% | 32 |
|
|
2025
Q1 | $1.16M | Sell |
4,224
-363
| -8% | -$99.8K | 0.69% | 29 |
|
|
2024
Q4 | $1.33M | Buy |
4,587
+1,155
| +34% | +$335K | 0.72% | 31 |
|
|
2024
Q3 | $972K | Hold |
3,432
| – | – | 0.53% | 31 |
|
|
2024
Q2 | $918K | Hold |
3,432
| – | – | 0.59% | 33 |
|
|
2024
Q1 | $892K | Hold |
3,432
| – | – | 0.57% | 35 |
|
|
2023
Q4 | $814K | Hold |
3,432
| – | – | 0.55% | 32 |
|
|
2023
Q3 | $729K | Hold |
3,432
| – | – | 0.62% | 30 |
|
|
2023
Q2 | $756K | Sell |
3,432
-205
| -6% | -$45.2K | 0.66% | 29 |
|
|
2023
Q1 | $742K | Hold |
3,637
| – | – | 0.9% | 22 |
|
|
2022
Q4 | $695K | Hold |
3,637
| – | – | 0.8% | 23 |
|
|
2022
Q3 | $653K | Sell |
3,637
-221
| -6% | -$39.7K | 0.8% | 26 |
|
|
2022
Q2 | $728K | Hold |
3,858
| – | – | 0.78% | 23 |
|
|
2022
Q1 | $878K | Sell |
3,858
-2,961
| -43% | -$674K | 0.64% | 41 |
|
|
2021
Q4 | $1.65M | Buy |
6,819
+175
| +3% | +$42.2K | 1.05% | 34 |
|
|
2021
Q3 | $1.48M | Sell |
6,644
-82
| -1% | -$18.2K | 1.04% | 32 |
|
|
2021
Q2 | $1.5M | Buy |
6,726
+1,856
| +38% | +$414K | 1.13% | 34 |
|
|
2021
Q1 | $1.01M | Buy |
+4,870
| New | +$1.01M | 1.06% | 40 |
|