Weybosset Research & Management’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
Q1 | – | Sell |
-1,225
| Closed | -$355K | – | 51 |
|
|
2024
Q4 | $355K | Hold |
1,225
| – | – | 0.12% | 32 |
|
|
2024
Q3 | $347K | Hold |
1,225
| – | – | 0.12% | 32 |
|
|
2024
Q2 | $328K | Hold |
1,225
| – | – | 0.12% | 32 |
|
|
2024
Q1 | $373 | Sell |
1,225
-1,150
| -48% | -$350 | 0.13% | 30 |
|
|
2023
Q4 | $563K | Hold |
2,375
| – | – | 0.2% | 29 |
|
|
2023
Q3 | $504K | Hold |
2,375
| – | – | 0.2% | 28 |
|
|
2023
Q2 | $523K | Buy |
2,375
+1,275
| +116% | +$281K | 0.19% | 28 |
|
|
2023
Q1 | $225K | Hold |
1,100
| – | – | 0.08% | 52 |
|
|
2022
Q4 | $210K | Buy |
+1,100
| New | +$210K | 0.08% | 53 |
|