VCM
Vision Capital 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 | $1.01M | Buy |
3,308
+583
| +21% | +$177K | 0.13% | 75 |
|
2025
Q1 | $749K | Sell |
2,725
-583
| -18% | -$160K | 0.11% | 83 |
|
2024
Q4 | $959K | Sell |
3,308
-156
| -5% | -$45.2K | 0.14% | 75 |
|
2024
Q3 | $981K | Buy |
3,464
+566
| +20% | +$160K | 0.14% | 77 |
|
2024
Q2 | $775K | Buy |
2,898
+100
| +4% | +$26.7K | 0.12% | 79 |
|
2024
Q1 | $727K | Sell |
2,798
-45
| -2% | -$11.7K | 0.11% | 81 |
|
2023
Q4 | $674K | Buy |
+2,843
| New | +$674K | 0.11% | 82 |
|
2023
Q3 | – | Sell |
-2,615
| Closed | -$576K | – | 104 |
|
2023
Q2 | $576K | Buy |
2,615
+997
| +62% | +$220K | 0.1% | 77 |
|
2023
Q1 | $330K | Buy |
+1,618
| New | +$330K | 0.06% | 87 |
|
2019
Q4 | – | Sell |
-1,798
| Closed | -$271K | – | 95 |
|
2019
Q3 | $271K | Hold |
1,798
| – | – | 0.07% | 76 |
|
2019
Q2 | $270K | Sell |
1,798
-899
| -33% | -$135K | 0.07% | 76 |
|
2019
Q1 | $390K | Buy |
+2,697
| New | +$390K | 0.11% | 69 |
|