Squire Investment Management Company’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 | $8.97M | Buy |
29,510
+2,233
| +8% | +$679K | 3.31% | 11 |
|
|
2025
Q1 | $7.5M | Buy |
27,277
+7,442
| +38% | +$2.05M | 3.12% | 11 |
|
|
2024
Q4 | $5.75M | Buy |
19,835
+685
| +4% | +$199K | 2.53% | 11 |
|
|
2024
Q3 | $5.42M | Buy |
19,150
+598
| +3% | +$169K | 2.58% | 11 |
|
|
2024
Q2 | $4.96M | Buy |
18,552
+909
| +5% | +$243K | 2.81% | 11 |
|
|
2024
Q1 | $4.59M | Buy |
17,643
+1,860
| +12% | +$483K | 2.89% | 9 |
|
|
2023
Q4 | $3.74M | Buy |
+15,783
| New | +$3.74M | 3.05% | 8 |
|