Union Savings Bank’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 | $968K | Hold |
3,115
| – | – | 0.44% | 46 |
|
|
2025
Q1 | $856K | Sell |
3,115
-135
| -4% | -$37.1K | 0.42% | 50 |
|
|
2024
Q4 | $942K | Sell |
3,250
-46
| -1% | -$13.3K | 0.46% | 47 |
|
|
2024
Q3 | $933K | Sell |
3,296
-252
| -7% | -$71.4K | 0.46% | 49 |
|
|
2024
Q2 | $949K | Sell |
3,548
-113
| -3% | -$30.2K | 0.5% | 47 |
|
|
2024
Q1 | $951K | Sell |
3,661
-223
| -6% | -$58K | 0.5% | 45 |
|
|
2023
Q4 | $921K | Sell |
3,884
-331
| -8% | -$78.5K | 0.52% | 48 |
|
|
2023
Q3 | $895K | Hold |
4,215
| – | – | 0.56% | 47 |
|
|
2023
Q2 | $962K | Buy |
+4,215
| New | +$962K | 0.57% | 46 |
|