TAM
Trillium 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 | $434K | Hold |
1,428
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $392K | Hold |
1,428
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $414K | Sell |
1,428
-288
| -17% | -$83.5K | 0.01% | 198 |
|
|
2024
Q3 | $486K | Hold |
1,716
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $459K | Hold |
1,716
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $446K | Sell |
1,716
-8
| -0.5% | -$2.08K | 0.01% | 204 |
|
|
2023
Q4 | $409K | Sell |
1,724
-176
| -9% | -$41.8K | 0.01% | 204 |
|
|
2023
Q3 | $404K | Buy |
+1,900
| New | +$404K | 0.01% | 198 |
|