Richard C. Young & Co’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 | $701K | Hold |
2,307
| – | – | 0.07% | 71 |
|
|
2025
Q1 | $634K | Buy |
2,307
+491
| +27% | +$135K | 0.07% | 72 |
|
|
2024
Q4 | $526K | Sell |
1,816
-241
| -12% | -$69.8K | 0.06% | 74 |
|
|
2024
Q3 | $583K | Buy |
2,057
+253
| +14% | +$71.7K | 0.06% | 68 |
|
|
2024
Q2 | $483K | Hold |
1,804
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $469K | Buy |
1,804
+6
| +0.3% | +$1.56K | 0.06% | 65 |
|
|
2023
Q4 | $426K | Buy |
1,798
+8
| +0.4% | +$1.9K | 0.06% | 69 |
|
|
2023
Q3 | $380K | Buy |
1,790
+7
| +0.4% | +$1.49K | 0.05% | 67 |
|
|
2023
Q2 | $393K | Buy |
1,783
+6
| +0.3% | +$1.32K | 0.05% | 66 |
|
|
2023
Q1 | $363K | Buy |
1,777
+7
| +0.4% | +$1.43K | 0.05% | 68 |
|
|
2022
Q4 | $338K | Buy |
1,770
+9
| +0.5% | +$1.72K | 0.05% | 74 |
|
|
2022
Q3 | $316K | Buy |
+1,761
| New | +$316K | 0.05% | 71 |
|