The Family Firm’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 | – | Sell |
-6,184
| Closed | -$1.7M | – | 201 |
|
|
2025
Q1 | $1.7M | Buy |
6,184
+19
| +0.3% | +$5.22K | 0.38% | 55 |
|
|
2024
Q4 | $1.79M | Buy |
6,165
+83
| +1% | +$24.1K | 0.4% | 55 |
|
|
2024
Q3 | $1.72M | Buy |
6,082
+18
| +0.3% | +$5.1K | 0.38% | 56 |
|
|
2024
Q2 | $1.62M | Hold |
6,064
| – | – | 0.36% | 53 |
|
|
2024
Q1 | $1.58M | Buy |
6,064
+17
| +0.3% | +$4.42K | 0.38% | 52 |
|
|
2023
Q4 | $1.43M | Sell |
6,047
-412
| -6% | -$97.7K | 0.37% | 56 |
|
|
2023
Q3 | $1.37M | Buy |
6,459
+605
| +10% | +$129K | 0.39% | 54 |
|
|
2023
Q2 | $1.29M | Buy |
5,854
+19
| +0.3% | +$4.19K | 0.34% | 59 |
|
|
2023
Q1 | $1.19M | Sell |
5,835
-746
| -11% | -$152K | 0.33% | 60 |
|
|
2022
Q4 | $1.26M | Buy |
6,581
+638
| +11% | +$122K | 0.37% | 60 |
|
|
2022
Q3 | $1.07M | Buy |
5,943
+360
| +6% | +$64.6K | 0.34% | 60 |
|
|
2022
Q2 | $1.05M | Buy |
5,583
+21
| +0.4% | +$3.96K | 0.31% | 63 |
|
|
2022
Q1 | $1.27M | Buy |
5,562
+17
| +0.3% | +$3.87K | 0.33% | 63 |
|
|
2021
Q4 | $1.34M | Buy |
5,545
+6
| +0.1% | +$1.45K | 0.35% | 59 |
|
|
2021
Q3 | $1.3M | Sell |
5,539
-393
| -7% | -$92K | 0.34% | 60 |
|
|
2021
Q2 | $1.32M | Buy |
5,932
+4,327
| +270% | +$964K | 0.36% | 58 |
|
|
2021
Q1 | $332K | Buy |
1,605
+5
| +0.3% | +$1.03K | 0.1% | 122 |
|
|
2020
Q4 | $316K | Buy |
+1,600
| New | +$316K | 0.09% | 122 |
|
|
2015
Q4 | – | Sell |
-22,987
| Closed | -$2.27M | – | 108 |
|
|
2015
Q3 | $2.27M | Buy |
22,987
+357
| +2% | +$35.2K | 1.23% | 19 |
|
|
2015
Q2 | $2.42M | Buy |
22,630
+50
| +0.2% | +$5.35K | 1.25% | 18 |
|
|
2015
Q1 | $2.42M | Hold |
22,580
| – | – | 1.23% | 18 |
|
|
2014
Q4 | $2.39M | Buy |
+22,580
| New | +$2.39M | 1.25% | 18 |
|