Stokes Family Office’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 | $18.6M | Buy |
61,100
+6
| +0% | +$1.82K | 1.95% | 11 |
|
|
2025
Q1 | $16.8M | Buy |
61,094
+255
| +0.4% | +$70.1K | 1.89% | 12 |
|
|
2024
Q4 | $17.6M | Buy |
60,839
+7
| +0% | +$2.03K | 1.88% | 13 |
|
|
2024
Q3 | $17.2M | Sell |
60,832
-6
| -0% | -$1.7K | 1.88% | 12 |
|
|
2024
Q2 | $16.3M | Hold |
60,838
| – | – | 1.91% | 13 |
|
|
2024
Q1 | $15.8M | Buy |
60,838
+314
| +0.5% | +$81.6K | 1.98% | 9 |
|
|
2023
Q4 | $14.4M | Sell |
60,524
-8,694
| -13% | -$2.06M | 1.94% | 8 |
|
|
2023
Q3 | $14.7M | Sell |
69,218
-48
| -0.1% | -$10.2K | 1.73% | 9 |
|
|
2023
Q2 | $15.3M | Sell |
69,266
-291
| -0.4% | -$64.1K | 1.76% | 10 |
|
|
2023
Q1 | $14.2M | Buy |
69,557
+4
| +0% | +$816 | 1.77% | 10 |
|
|
2022
Q4 | $13.3M | Buy |
69,553
+63
| +0.1% | +$12K | 1.71% | 13 |
|
|
2022
Q3 | $12.5M | Sell |
69,490
-429
| -0.6% | -$77K | 1.78% | 12 |
|
|
2022
Q2 | $13.2M | Sell |
69,919
-712
| -1% | -$134K | 1.8% | 12 |
|
|
2022
Q1 | $16.1M | Sell |
70,631
-206
| -0.3% | -$46.9K | 2.13% | 10 |
|
|
2021
Q4 | $17.1M | Buy |
70,837
+196
| +0.3% | +$47.3K | 2.13% | 9 |
|
|
2021
Q3 | $15.7M | Buy |
70,641
+292
| +0.4% | +$64.8K | 2.18% | 9 |
|
|
2021
Q2 | $15.7M | Sell |
70,349
-131
| -0.2% | -$29.2K | 2.22% | 8 |
|
|
2021
Q1 | $14.6M | Sell |
70,480
-395
| -0.6% | -$81.6K | 2.26% | 9 |
|
|
2020
Q4 | $13.8M | Sell |
70,875
-746
| -1% | -$145K | 2.72% | 5 |
|
|
2020
Q3 | $12.2M | Buy |
71,621
+169
| +0.2% | +$28.8K | 2.76% | 6 |
|
|
2020
Q2 | $11.2M | Buy |
71,452
+155
| +0.2% | +$24.3K | 2.82% | 6 |
|
|
2020
Q1 | $9.19M | Buy |
71,297
+173
| +0.2% | +$22.3K | 2.45% | 10 |
|
|
2019
Q4 | $11.6M | Buy |
+71,124
| New | +$11.6M | 2.58% | 8 |
|