Woodstock Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Woodstock Corp’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Sell	882 -130	-13%	-$46.5K	0.03%	135
2026 Q1	$325K	Sell	1,012 -77	-7%	-$25.8K	0.03%	131
2025 Q4	$365K	Hold	1,089	–	–	0.03%	130
2025 Q3	$357K	Hold	1,089	–	–	0.03%	132
2025 Q2	$331K	Hold	1,089	–	–	0.03%	136
2025 Q1	$299K	Buy	1,089 +100	+10%	+$29.1K	0.03%	140
2024 Q4	$287K	Buy	989 +17	+2%	+$4.96K	0.03%	144
2024 Q3	$275K	Buy	972 +52	+6%	+$14.2K	0.03%	147
2024 Q2	$246K	Hold	920	–	–	0.03%	151
2024 Q1	$239K	Hold	920	–	–	0.02%	154
2023 Q4	$218K	Sell	920 -230	-20%	-$50.8K	0.03%	156
2023 Q3	$244K	Hold	1,150	–	–	0.03%	151
2023 Q2	$253K	Hold	1,150	–	–	0.03%	149
2023 Q1	$235K	Hold	1,150	–	–	0.03%	150
2022 Q4	$220K	Hold	1,150	–	–	0.03%	157
2022 Q3	$206K	Hold	1,150	–	–	0.03%	155
2022 Q2	$217K	Hold	1,150	–	–	0.03%	154
2022 Q1	$262K	Sell	1,150 -505	-31%	-$114K	0.03%	156
2021 Q4	$400K	Sell	1,655 -348	-17%	-$82.2K	0.04%	147
2021 Q3	$445K	Sell	2,003 -22	-1%	-$5.02K	0.05%	141
2021 Q2	$451K	Buy	2,025 +2	+0.1%	+$434	0.05%	142
2021 Q1	$418K	Hold	2,023	–	–	0.05%	142
2020 Q4	$394K	Hold	2,023	–	–	0.05%	140
2020 Q3	$345K	Sell	2,023 -141	-7%	-$23.7K	0.06%	129
2020 Q2	$339K	Sell	2,164 -534	-20%	-$78.7K	0.06%	130
2020 Q1	$348K	Sell	2,698 -127	-4%	-$19.6K	0.07%	119
2019 Q4	$462K	Hold	2,825	–	–	0.08%	122
2019 Q3	$427K	Sell	2,825 -30	-1%	-$4.52K	0.07%	125
2019 Q2	$429K	Hold	2,855	–	–	0.07%	128
2019 Q1	$413K	Sell	2,855 -20	-0.7%	-$2.79K	0.07%	131
2018 Q4	$367K	Hold	2,875	–	–	0.07%	131
2018 Q3	$430K	Sell	2,875 -55	-2%	-$8.09K	0.07%	125
2018 Q2	$411K	Hold	2,930	–	–	0.08%	127
2018 Q1	$398K	Hold	2,930	–	–	0.08%	128
2017 Q4	$402K	Sell	2,930 -200	-6%	-$26.8K	0.07%	125
2017 Q3	$405K	Hold	3,130	–	–	0.08%	125
2017 Q2	$390K	Hold	3,130	–	–	0.08%	126
2017 Q1	$380K	Sell	3,130 -70	-2%	-$8.38K	0.08%	130
2016 Q4	$369K	Hold	3,200	–	–	0.07%	125
2016 Q3	$356K	Hold	3,200	–	–	0.07%	127
2016 Q2	$343K	Hold	3,200	–	–	0.07%	126
2016 Q1	$335K	Hold	3,200	–	–	0.07%	124
2015 Q4	$334K	Hold	3,200	–	–	0.07%	119
2015 Q3	$316K	Sell	3,200 -1,075	-25%	-$113K	0.07%	122
2015 Q2	$458K	Hold	4,275	–	–	0.09%	122
2015 Q1	$458K	Hold	4,275	–	–	0.09%	119
2014 Q4	$453K	Sell	4,275 -100	-2%	-$10.3K	0.08%	121
2014 Q3	$443K	Hold	4,375	–	–	0.09%	127
2014 Q2	$445K	Sell	4,375 -200	-4%	-$19.7K	0.08%	131
2014 Q1	$446K	Sell	4,575 -825	-15%	-$79K	0.08%	129
2013 Q4	$518K	Buy	5,400 +325	+6%	+$29.9K	0.09%	119
2013 Q3	$445K	Hold	5,075	–	–	0.09%	124
2013 Q2	$420K	Buy	+5,075	New	+$421K	0.09%	126

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return