Viewpoint Investment 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 | $8.97M | Buy |
29,512
+12,312
| +72% | +$3.74M | 4.91% | 4 |
|
|
2025
Q1 | $4.73M | Buy |
+17,200
| New | +$4.73M | 2.55% | 4 |
|
|
2024
Q1 | – | Sell |
-207,000
| Closed | -$49.1M | – | 12 |
|
|
2023
Q4 | $49.1M | Sell |
207,000
-1,100
| -0.5% | -$261K | 34.23% | 1 |
|
|
2023
Q3 | $44.2M | Sell |
208,100
-93,200
| -31% | -$19.8M | 37.12% | 1 |
|
|
2023
Q2 | $66.4M | Buy |
301,300
+54,700
| +22% | +$12M | 41.74% | 1 |
|
|
2023
Q1 | $50.3M | Buy |
246,600
+71,600
| +41% | +$14.6M | 40.05% | 1 |
|
|
2022
Q4 | $33.5M | Buy |
175,000
+46,427
| +36% | +$8.88M | 32.68% | 1 |
|
|
2022
Q3 | $23.1M | Sell |
128,573
-22,300
| -15% | -$4M | 27.48% | 2 |
|
|
2022
Q2 | $28.5M | Sell |
150,873
-119,400
| -44% | -$22.5M | 32.36% | 1 |
|
|
2022
Q1 | $65.3M | Sell |
270,273
-179,200
| -40% | -$43.3M | 51.75% | 1 |
|
|
2021
Q4 | $109M | Sell |
449,473
-38,143
| -8% | -$9.21M | 61.34% | 1 |
|
|
2021
Q3 | $108M | Sell |
487,616
-15,700
| -3% | -$3.49M | 63.08% | 1 |
|
|
2021
Q2 | $112M | Buy |
503,316
+32,470
| +7% | +$7.23M | 73.83% | 1 |
|
|
2021
Q1 | $97.3M | Buy |
470,846
+27,300
| +6% | +$5.64M | 74.21% | 1 |
|
|
2020
Q4 | $69.4M | Sell |
443,546
-24,910
| -5% | -$3.9M | 64.79% | 1 |
|
|
2020
Q3 | $73.3M | Buy |
468,456
+47,960
| +11% | +$7.51M | 68.2% | 1 |
|
|
2020
Q2 | $65.8M | Buy |
420,496
+278,567
| +196% | +$43.6M | 61.89% | 1 |
|
|
2020
Q1 | $18.3M | Buy |
141,929
+19,469
| +16% | +$2.51M | 40.3% | 1 |
|
|
2019
Q4 | $20M | Buy |
+122,460
| New | +$20M | 21.27% | 3 |
|