SIM
Studio Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
16,675
+626
| +4% | +$191K | 1.02% | 24 |
|
|
2025
Q1 | $4.41M | Sell |
16,049
-431
| -3% | -$118K | 0.91% | 27 |
|
|
2024
Q4 | $4.78M | Buy |
16,480
+262
| +2% | +$75.9K | 1.02% | 26 |
|
|
2024
Q3 | $4.61M | Sell |
16,218
-1,429
| -8% | -$406K | 0.97% | 28 |
|
|
2024
Q2 | $4.75M | Buy |
17,647
+168
| +1% | +$45.3K | 1.08% | 25 |
|
|
2024
Q1 | $4.54M | Buy |
17,479
+1,882
| +12% | +$489K | 1.08% | 26 |
|
|
2023
Q4 | $3.7M | Buy |
15,597
+6,287
| +68% | +$1.49M | 0.94% | 34 |
|
|
2023
Q3 | $1.98M | Buy |
9,310
+26
| +0.3% | +$5.52K | 0.55% | 49 |
|
|
2023
Q2 | $2.05M | Buy |
9,284
+2,589
| +39% | +$570K | 0.57% | 50 |
|
|
2023
Q1 | $1.37M | Buy |
6,695
+725
| +12% | +$148K | 0.41% | 57 |
|
|
2022
Q4 | $1.14M | Buy |
5,970
+1,510
| +34% | +$289K | 0.37% | 57 |
|
|
2022
Q3 | $800K | Sell |
4,460
-266
| -6% | -$47.7K | 0.29% | 63 |
|
|
2022
Q2 | $891K | Buy |
4,726
+400
| +9% | +$75.4K | 0.31% | 62 |
|
|
2022
Q1 | $985K | Sell |
4,326
-3,980
| -48% | -$906K | 0.32% | 64 |
|
|
2021
Q4 | $2.01M | Buy |
8,306
+5,266
| +173% | +$1.27M | 0.72% | 52 |
|
|
2021
Q3 | $675K | Buy |
+3,040
| New | +$675K | 0.29% | 54 |
|