Stone House 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 | $35.3K | Sell |
116
-864
| -88% | -$263K | 0.01% | 180 |
|
|
2025
Q1 | $269K | Buy |
980
+201
| +26% | +$55.3K | 0.05% | 50 |
|
|
2024
Q4 | $226K | Buy |
779
+1
| +0.1% | +$290 | 0.06% | 50 |
|
|
2024
Q3 | $220K | Buy |
778
+3
| +0.4% | +$849 | 0.05% | 47 |
|
|
2024
Q2 | $207K | Hold |
775
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $202K | Buy |
+775
| New | +$202K | 0.05% | 55 |
|