Verum Partners’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 | $4.89M | Buy |
16,087
+15,038
| +1,434% | +$4.57M | 1.13% | 20 |
|
2025
Q1 | $288K | Buy |
1,049
+133
| +15% | +$36.5K | 0.08% | 125 |
|
2024
Q4 | $266K | Sell |
916
-16
| -2% | -$4.64K | 0.08% | 138 |
|
2024
Q3 | $264K | Sell |
932
-138
| -13% | -$39.1K | 0.08% | 136 |
|
2024
Q2 | $286K | Buy |
1,070
+51
| +5% | +$13.6K | 0.09% | 119 |
|
2024
Q1 | $265K | Sell |
1,019
-1,077
| -51% | -$280K | 0.09% | 128 |
|
2023
Q4 | $497K | Buy |
2,096
+690
| +49% | +$164K | 0.2% | 77 |
|
2023
Q3 | $299K | Buy |
1,406
+296
| +27% | +$62.9K | 0.13% | 104 |
|
2023
Q2 | $245K | Hold |
1,110
| – | – | 0.22% | 84 |
|
2023
Q1 | $227K | Sell |
1,110
-2
| -0.2% | -$408 | 0.24% | 60 |
|
2022
Q4 | $213K | Buy |
+1,112
| New | +$213K | 0.26% | 69 |
|