Shorepath Capital 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 | $868K | Hold |
2,855
| – | – | 0.72% | 22 |
|
2025
Q1 | $785K | Hold |
2,855
| – | – | 0.59% | 21 |
|
2024
Q4 | $827K | Hold |
2,855
| – | – | 0.59% | 21 |
|
2024
Q3 | $808K | Buy |
2,855
+15
| +0.5% | +$4.25K | 0.59% | 22 |
|
2024
Q2 | $760K | Hold |
2,840
| – | – | 0.58% | 21 |
|
2024
Q1 | $738K | Buy |
2,840
+63
| +2% | +$16.4K | 0.58% | 21 |
|
2023
Q4 | $659K | Buy |
+2,777
| New | +$659K | 0.58% | 21 |
|