Richardson 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
$378K Hold
1,243
0.2% 21
2025
Q1
$342K Sell
1,243
-39
-3% -$10.7K 0.21% 22
2024
Q4
$372K Sell
1,282
-6
-0.5% -$1.74K 0.24% 21
2024
Q3
$365K Sell
1,288
-45
-3% -$12.7K 0.25% 20
2024
Q2
$357K Buy
1,333
+517
+63% +$138K 0.27% 20
2024
Q1
$212K Buy
816
+234
+40% +$60.8K 0.17% 27
2023
Q4
$138K Buy
+582
New +$138K 0.13% 33