Shelter Mutual Insurance’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 | $13.3M | Hold |
43,850
| – | – | 3.09% | 8 |
|
|
2025
Q1 | $12.1M | Hold |
43,850
| – | – | 2.91% | 11 |
|
|
2024
Q4 | $12.7M | Hold |
43,850
| – | – | 3.17% | 7 |
|
|
2024
Q3 | $13M | Hold |
43,850
| – | – | 3.09% | 7 |
|
|
2024
Q2 | $11.7M | Hold |
43,850
| – | – | 3.05% | 5 |
|
|
2024
Q1 | $11.4M | Hold |
43,850
| – | – | 2.94% | 7 |
|
|
2023
Q4 | $10.4M | Sell |
43,850
-2,950
| -6% | -$700K | 2.87% | 10 |
|
|
2023
Q3 | $9.94M | Sell |
46,800
-4,000
| -8% | -$850K | 2.77% | 9 |
|
|
2023
Q2 | $11.2M | Hold |
50,800
| – | – | 2.72% | 12 |
|
|
2023
Q1 | $10.4M | Hold |
50,800
| – | – | 2.89% | 13 |
|
|
2022
Q4 | $9.71M | Hold |
50,800
| – | – | 2.79% | 14 |
|
|
2022
Q3 | $9.12M | Hold |
50,800
| – | – | 2.95% | 13 |
|
|
2022
Q2 | $9.58M | Hold |
50,800
| – | – | 2.9% | 12 |
|
|
2022
Q1 | $11.6M | Hold |
50,800
| – | – | 3.03% | 11 |
|
|
2021
Q4 | $12.3M | Hold |
50,800
| – | – | 3.18% | 9 |
|
|
2021
Q3 | $11.3M | Hold |
50,800
| – | – | 3.18% | 8 |
|
|
2021
Q2 | $11.3M | Hold |
50,800
| – | – | 3.16% | 9 |
|
|
2021
Q1 | $10.5M | Hold |
50,800
| – | – | 2.95% | 12 |
|
|
2020
Q4 | $9.89M | Hold |
50,800
| – | – | 3.1% | 12 |
|
|
2020
Q3 | $8.65M | Hold |
50,800
| – | – | 2.97% | 12 |
|
|
2020
Q2 | $7.95M | Buy |
+50,800
| New | +$7.95M | 2.97% | 11 |
|