Seven Post Investment Office’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 | $15.6M | Sell |
51,338
-4,664
| -8% | -$1.42M | 5.88% | 4 |
|
|
2025
Q1 | $15.4M | Sell |
56,002
-2,521
| -4% | -$693K | 5.88% | 6 |
|
|
2024
Q4 | $17M | Sell |
58,523
-1,356
| -2% | -$393K | 6.49% | 5 |
|
|
2024
Q3 | $17M | Buy |
59,879
+101
| +0.2% | +$28.6K | 2.56% | 10 |
|
|
2024
Q2 | $16M | Buy |
59,778
+5,814
| +11% | +$1.56M | 2.96% | 8 |
|
|
2024
Q1 | $14M | Sell |
53,964
-16,876
| -24% | -$4.39M | 3.42% | 6 |
|
|
2023
Q4 | $16.8M | Buy |
70,840
+1,744
| +3% | +$414K | 4.23% | 6 |
|
|
2023
Q3 | $14.7M | Buy |
69,096
+16,416
| +31% | +$3.49M | 4.06% | 7 |
|
|
2023
Q2 | $11.6M | Sell |
52,680
-3,744
| -7% | -$825K | 3.54% | 7 |
|
|
2023
Q1 | $11.5M | Buy |
56,424
+555
| +1% | +$113K | 4.16% | 7 |
|
|
2022
Q4 | $10.7M | Buy |
55,869
+32,321
| +137% | +$6.18M | 3.76% | 8 |
|
|
2022
Q3 | $4.23M | Buy |
23,548
+326
| +1% | +$58.5K | 1.64% | 13 |
|
|
2022
Q2 | $4.38M | Sell |
23,222
-1,228
| -5% | -$232K | 1.63% | 14 |
|
|
2022
Q1 | $5.57M | Sell |
24,450
-224
| -0.9% | -$51K | 1.7% | 13 |
|
|
2021
Q4 | $5.96M | Sell |
24,674
-29
| -0.1% | -$7K | 1.61% | 14 |
|
|
2021
Q3 | $5.49M | Sell |
24,703
-744
| -3% | -$165K | 1.71% | 13 |
|
|
2021
Q2 | $5.67M | Sell |
25,447
-519
| -2% | -$116K | 1.71% | 12 |
|
|
2021
Q1 | $5.37M | Sell |
25,966
-299
| -1% | -$61.8K | 1.88% | 10 |
|
|
2020
Q4 | $5.11M | Sell |
26,265
-8,388
| -24% | -$1.63M | 2.08% | 10 |
|
|
2020
Q3 | $5.9M | Buy |
34,653
+202
| +0.6% | +$34.4K | 2.33% | 9 |
|
|
2020
Q2 | $5.39M | Buy |
34,451
+21,852
| +173% | +$3.42M | 2.28% | 9 |
|
|
2020
Q1 | $1.62M | Buy |
+12,599
| New | +$1.62M | 0.85% | 16 |
|