Shotwell Rutter Baer’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
$21.8M Buy
70,664
+1,003
+1% +$309K 14.79% 1
2025
Q1
$17.3M Buy
69,661
+185
+0.3% +$46K 15.27% 1
2024
Q4
$20M Sell
69,476
-1,438
-2% -$413K 16.82% 1
2024
Q3
$20.1M Buy
70,914
+1,145
+2% +$324K 16.49% 1
2024
Q2
$19M Buy
+69,769
New +$19M 16.85% 1
2024
Q1
Sell
-71,012
Closed -$16.8M 34
2023
Q4
$16.8M Buy
+71,012
New +$16.8M 16.06% 1