Schaper Benz & Wise Investment Counsel’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 | $2.38M | Buy |
7,832
+420
| +6% | +$128K | 0.18% | 85 |
|
|
2025
Q1 | $2.04M | Buy |
7,412
+1,794
| +32% | +$493K | 0.17% | 85 |
|
|
2024
Q4 | $1.63M | Buy |
5,618
+835
| +17% | +$242K | 0.13% | 90 |
|
|
2024
Q3 | $1.35M | Sell |
4,783
-75
| -2% | -$21.2K | 0.11% | 93 |
|
|
2024
Q2 | $1.3M | Buy |
4,858
+366
| +8% | +$97.9K | 0.11% | 92 |
|
|
2024
Q1 | $1.17M | Buy |
4,492
+1,286
| +40% | +$334K | 0.1% | 93 |
|
|
2023
Q4 | $761K | Sell |
3,206
-287
| -8% | -$68.1K | 0.07% | 98 |
|
|
2023
Q3 | $742K | Buy |
3,493
+1,654
| +90% | +$351K | 0.07% | 100 |
|
|
2023
Q2 | $405K | Sell |
1,839
-32
| -2% | -$7.05K | 0.04% | 112 |
|
|
2023
Q1 | $382K | Hold |
1,871
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $358K | Buy |
1,871
+11
| +0.6% | +$2.1K | 0.04% | 111 |
|
|
2022
Q3 | $334K | Hold |
1,860
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $351K | Buy |
1,860
+200
| +12% | +$37.7K | 0.04% | 116 |
|
|
2022
Q1 | $378K | Buy |
1,660
+1
| +0.1% | +$228 | 0.03% | 119 |
|
|
2021
Q4 | $401K | Buy |
+1,659
| New | +$401K | 0.03% | 119 |
|