Sugar Maple Asset 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 | $321K | Sell |
1,055
-123
| -10% | -$37.4K | 0.25% | 56 |
|
|
2025
Q1 | $324K | Sell |
1,178
-225
| -16% | -$61.8K | 0.25% | 50 |
|
|
2024
Q4 | $407K | Sell |
1,403
-100
| -7% | -$29K | 0.31% | 40 |
|
|
2024
Q3 | $426K | Sell |
1,503
-21
| -1% | -$5.95K | 0.37% | 41 |
|
|
2024
Q2 | $408K | Hold |
1,524
| – | – | 0.39% | 36 |
|
|
2024
Q1 | $396K | Buy |
+1,524
| New | +$396K | 0.38% | 38 |
|