Riverstone 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 | $859K | Buy |
2,825
+47
| +2% | +$14.3K | 0.46% | 22 |
|
|
2025
Q1 | $764K | Hold |
2,778
| – | – | 0.46% | 24 |
|
|
2024
Q4 | $805K | Buy |
2,778
+163
| +6% | +$47.2K | 0.46% | 23 |
|
|
2024
Q3 | $741K | Hold |
2,615
| – | – | 0.43% | 24 |
|
|
2024
Q2 | $700K | Buy |
2,615
+38
| +1% | +$10.2K | 0.43% | 25 |
|
|
2024
Q1 | $670K | Hold |
2,577
| – | – | 0.4% | 26 |
|
|
2023
Q4 | $611K | Hold |
2,577
| – | – | 0.4% | 27 |
|
|
2023
Q3 | $547K | Buy |
2,577
+120
| +5% | +$25.5K | 0.38% | 27 |
|
|
2023
Q2 | $541K | Hold |
2,457
| – | – | 0.33% | 32 |
|
|
2023
Q1 | $502K | Sell |
2,457
-38
| -2% | -$7.76K | 0.32% | 32 |
|
|
2022
Q4 | $477K | Hold |
2,495
| – | – | 0.33% | 31 |
|
|
2022
Q3 | $448K | Sell |
2,495
-3
| -0.1% | -$539 | 0.29% | 32 |
|
|
2022
Q2 | $471K | Sell |
2,498
-186
| -7% | -$35.1K | 0.3% | 32 |
|
|
2022
Q1 | $611K | Hold |
2,684
| – | – | 0.31% | 27 |
|
|
2021
Q4 | $648K | Sell |
2,684
-294
| -10% | -$71K | 0.29% | 28 |
|
|
2021
Q3 | $661K | Buy |
2,978
+335
| +13% | +$74.4K | 0.31% | 25 |
|
|
2021
Q2 | $589K | Hold |
2,643
| – | – | 0.28% | 27 |
|
|
2021
Q1 | $546K | Sell |
2,643
-5
| -0.2% | -$1.03K | 0.29% | 28 |
|
|
2020
Q4 | $515K | Sell |
2,648
-148
| -5% | -$28.8K | 0.29% | 29 |
|
|
2020
Q3 | $476K | Sell |
2,796
-691
| -20% | -$118K | 0.32% | 26 |
|
|
2020
Q2 | $546K | Sell |
3,487
-1,052
| -23% | -$165K | 0.41% | 27 |
|
|
2020
Q1 | $585K | Buy |
+4,539
| New | +$585K | 0.59% | 23 |
|