Sterling Investment 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
$596K Hold
1,960
0.39% 45
2025
Q1
$539K Hold
1,960
0.38% 43
2024
Q4
$568K Hold
1,960
0.45% 44
2024
Q3
$555K Hold
1,960
0.42% 44
2024
Q2
$524K Hold
1,960
0.4% 45
2024
Q1
$509K Hold
1,960
0.36% 47
2023
Q4
$465K Hold
1,960
0.34% 47
2023
Q3
$416K Hold
1,960
0.37% 46
2023
Q2
$432K Hold
1,960
0.34% 53
2023
Q1
$400K Hold
1,960
0.32% 53
2022
Q4
$375K Hold
1,960
0.3% 53
2022
Q3
$352K Buy
+1,960
New +$352K 0.3% 50