RW Investment 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 | $150M | Buy |
493,315
+12,956
| +3% | +$3.94M | 16.71% | 1 |
|
2025
Q1 | $132M | Sell |
480,359
-11,388
| -2% | -$3.13M | 16.22% | 1 |
|
2024
Q4 | $143M | Buy |
491,747
+7,261
| +1% | +$2.1M | 17.36% | 1 |
|
2024
Q3 | $137M | Buy |
484,486
+5,332
| +1% | +$1.51M | 17.07% | 1 |
|
2024
Q2 | $128M | Buy |
479,154
+15,252
| +3% | +$4.08M | 17.33% | 1 |
|
2024
Q1 | $121M | Buy |
463,902
+27,256
| +6% | +$7.08M | 16.79% | 2 |
|
2023
Q4 | $104M | Buy |
436,646
+58,728
| +16% | +$13.9M | 15.79% | 2 |
|
2023
Q3 | $80.3M | Buy |
377,918
+86,047
| +29% | +$18.3M | 14.58% | 2 |
|
2023
Q2 | $64.3M | Buy |
291,871
+119,219
| +69% | +$26.3M | 13.32% | 2 |
|
2023
Q1 | $35.2M | Buy |
172,652
+85,660
| +98% | +$17.5M | 9.8% | 4 |
|
2022
Q4 | $16.6M | Buy |
+86,992
| New | +$16.6M | 6.54% | 6 |
|