West Coast Financial’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 | – | Sell |
-11,542
| Closed | -$3.17M | – | 148 |
|
|
2025
Q1 | $3.17M | Hold |
11,542
| – | – | 0.36% | 51 |
|
|
2024
Q4 | $3.34M | Buy |
11,542
+422
| +4% | +$122K | 0.37% | 53 |
|
|
2024
Q3 | $3.15M | Buy |
11,120
+496
| +5% | +$140K | 0.35% | 56 |
|
|
2024
Q2 | $2.84M | Sell |
10,624
-153
| -1% | -$40.9K | 0.34% | 58 |
|
|
2024
Q1 | $2.8M | Sell |
10,777
-68
| -0.6% | -$17.7K | 0.34% | 54 |
|
|
2023
Q4 | $2.57M | Sell |
10,845
-1,690
| -13% | -$401K | 0.34% | 53 |
|
|
2023
Q3 | $2.66M | Sell |
12,535
-554
| -4% | -$118K | 0.4% | 63 |
|
|
2023
Q2 | $2.88M | Sell |
13,089
-615
| -4% | -$135K | 0.41% | 63 |
|
|
2023
Q1 | $2.8M | Sell |
13,704
-614
| -4% | -$125K | 0.43% | 60 |
|
|
2022
Q4 | $2.74M | Buy |
14,318
+256
| +2% | +$48.9K | 0.46% | 56 |
|
|
2022
Q3 | $2.52M | Sell |
14,062
-2,185
| -13% | -$392K | 0.46% | 53 |
|
|
2022
Q2 | $3.07M | Buy |
16,247
+720
| +5% | +$136K | 0.54% | 50 |
|
|
2022
Q1 | $3.54M | Sell |
15,527
-84
| -0.5% | -$19.1K | 0.54% | 50 |
|
|
2021
Q4 | $3.77M | Sell |
15,611
-2,000
| -11% | -$483K | 0.54% | 48 |
|
|
2021
Q3 | $3.91M | Sell |
17,611
-1,742
| -9% | -$387K | 0.63% | 48 |
|
|
2021
Q2 | $4.31M | Sell |
19,353
-50
| -0.3% | -$11.1K | 0.7% | 44 |
|
|
2021
Q1 | $4.01M | Sell |
19,403
-60
| -0.3% | -$12.4K | 0.7% | 46 |
|
|
2020
Q4 | $3.79M | Buy |
19,463
+1,292
| +7% | +$251K | 0.73% | 44 |
|
|
2020
Q3 | $3.1M | Buy |
18,171
+11,719
| +182% | +$2M | 0.7% | 47 |
|
|
2020
Q2 | $1.01M | Sell |
6,452
-368
| -5% | -$57.6K | 0.25% | 56 |
|
|
2020
Q1 | $879K | Sell |
6,820
-595
| -8% | -$76.7K | 0.23% | 55 |
|
|
2019
Q4 | $1.21M | Sell |
7,415
-406
| -5% | -$66.4K | 0.26% | 53 |
|
|
2019
Q3 | $1.18M | Buy |
7,821
+107
| +1% | +$16.2K | 0.27% | 54 |
|
|
2019
Q2 | $1.16M | Sell |
7,714
-99
| -1% | -$14.9K | 0.26% | 59 |
|
|
2019
Q1 | $1.13M | Buy |
7,813
+2
| +0% | +$290 | 0.27% | 63 |
|
|
2018
Q4 | $997K | Sell |
7,811
-40,441
| -84% | -$5.16M | 0.28% | 62 |
|
|
2018
Q3 | $7.22M | Buy |
48,252
+37,543
| +351% | +$5.62M | 1.67% | 16 |
|
|
2018
Q2 | $1.5M | Sell |
10,709
-1,772
| -14% | -$249K | 0.42% | 50 |
|
|
2018
Q1 | $1.69M | Sell |
12,481
-4,388
| -26% | -$596K | 0.48% | 47 |
|
|
2017
Q4 | $2.32M | Sell |
16,869
-30,551
| -64% | -$4.19M | 0.65% | 45 |
|
|
2017
Q3 | $6.14M | Buy |
47,420
+26,697
| +129% | +$3.46M | 1.67% | 16 |
|
|
2017
Q2 | $2.58M | Sell |
20,723
-9,795
| -32% | -$1.22M | 0.82% | 43 |
|
|
2017
Q1 | $3.7M | Sell |
30,518
-676
| -2% | -$82K | 1.18% | 32 |
|
|
2016
Q4 | $3.6M | Sell |
31,194
-454
| -1% | -$52.4K | 1.14% | 33 |
|
|
2016
Q3 | $3.52M | Buy |
+31,648
| New | +$3.52M | 1.13% | 34 |
|