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