Ridgewood Investments’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
$1.31M Sell
4,296
-69
-2% -$21K 0.56% 51
2025
Q1
$1.2M Sell
4,365
-323
-7% -$88.8K 0.56% 46
2024
Q4
$1.36M Sell
4,688
-250
-5% -$72.5K 0.66% 34
2024
Q3
$1.4M Sell
4,938
-274
-5% -$77.6K 0.7% 31
2024
Q2
$1.39M Sell
5,212
-1,028
-16% -$275K 0.7% 35
2024
Q1
$1.62M Sell
6,240
-126
-2% -$32.7K 0.86% 27
2023
Q4
$1.51M Buy
6,366
+31
+0.5% +$7.35K 0.89% 22
2023
Q3
$1.35M Sell
6,335
-144
-2% -$30.6K 0.88% 25
2023
Q2
$1.43M Sell
6,479
-23
-0.4% -$5.07K 0.81% 22
2023
Q1
$1.33M Buy
6,502
+731
+13% +$149K 0.81% 20
2022
Q4
$1.1M Buy
5,771
+1
+0% +$191 0.78% 31
2022
Q3
$1.04M Buy
5,770
+1
+0% +$180 0.86% 26
2022
Q2
$1.09M Buy
5,769
+101
+2% +$19K 0.86% 26
2022
Q1
$1.29M Buy
5,668
+35
+0.6% +$7.97K 0.85% 21
2021
Q4
$1.36M Hold
5,633
0.86% 25
2021
Q3
$1.25M Buy
5,633
+1
+0% +$222 0.85% 28
2021
Q2
$1.26M Sell
5,632
-505
-8% -$113K 0.81% 30
2021
Q1
$1.27M Sell
6,137
-6,001
-49% -$1.24M 0.78% 31
2020
Q4
$2.07M Hold
12,138
1.63% 6
2020
Q3
$2.07M Sell
12,138
-274
-2% -$46.7K 1.62% 6
2020
Q2
$1.94M Sell
12,412
-363
-3% -$56.8K 1.61% 5
2020
Q1
$1.65M Sell
12,775
-1,453
-10% -$187K 1.67% 6
2019
Q4
$2.33M Buy
14,228
+598
+4% +$97.8K 1.65% 5
2019
Q3
$2.06M Buy
13,630
+146
+1% +$22K 1.6% 5
2019
Q2
$2.02M Sell
13,484
-205
-1% -$30.8K 1.58% 5
2019
Q1
$1.98M Buy
13,689
+1,095
+9% +$158K 1.63% 6
2018
Q4
$1.89M Hold
12,594
1.5% 9
2018
Q3
$1.89M Buy
12,594
+1,907
+18% +$285K 1.5% 9
2018
Q2
$1.5M Buy
10,687
+4,136
+63% +$581K 1.34% 12
2018
Q1
$889K Buy
6,551
+18
+0.3% +$2.44K 0.82% 31
2017
Q4
$897K Buy
6,533
+417
+7% +$57.3K 0.8% 33
2017
Q3
$792K Buy
6,116
+1,359
+29% +$176K 0.76% 32
2017
Q2
$592K Buy
4,757
+20
+0.4% +$2.49K 0.59% 44
2017
Q1
$575K Buy
4,737
+223
+5% +$27.1K 0.62% 44
2016
Q4
$520K Buy
+4,514
New +$520K 0.61% 46