Westwood Holdings Group’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 | $229K | Buy |
+753
| New | +$229K | ﹤0.01% | 440 |
|
|
2025
Q1 | – | Sell |
-1,424
| Closed | -$413K | – | 507 |
|
|
2024
Q4 | $413K | Buy |
1,424
+234
| +20% | +$67.8K | ﹤0.01% | 425 |
|
|
2024
Q3 | $337K | Hold |
1,190
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $318K | Hold |
1,190
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $309K | Sell |
1,190
-1,300
| -52% | -$338K | ﹤0.01% | 424 |
|
|
2023
Q4 | $591K | Buy |
2,490
+1,252
| +101% | +$297K | 0.01% | 382 |
|
|
2023
Q3 | $263K | Buy |
+1,238
| New | +$263K | ﹤0.01% | 419 |
|