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 |
|