Ownership history in CHARTIST INC /CA/ · 40 quarters on record
This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in VANGUARD TOTAL STOCK MKT Com (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,144 | -399 | -25.9% | 0.26% | $375K | $327.24 |
| 2024 Q4 | REDUCED | 1,543 | -17 | -1.1% | 0.23% | $447K | $286.32 |
| 2024 Q3 | UNCHANGED | 1,560 | — | 0% | 0.23% | $442K | $278.85 |
| 2024 Q2 | REDUCED | 1,560 | -241 | -13.4% | 0.22% | $417K | $262.63 |
| 2024 Q1 | REDUCED | 1,801 | -41 | -2.2% | 0.24% | $468K | $254.25 |
| 2023 Q4 | UNCHANGED | 1,842 | — | 0% | 0.24% | $437K | $231.25 |
| 2023 Q3 | REDUCED | 1,842 | -121 | -6.2% | 0.23% | $391K | $206.18 |
| 2023 Q2 | REDUCED | 1,963 | -32 | -1.6% | 0.23% | $433K | $213.04 |
| 2023 Q1 | UNCHANGED | 1,995 | — | 0% | 0.37% | $376K | $196.64 |
| 2022 Q2 | UNCHANGED | 1,995 | — | 0% | 0.22% | $376K | $179.37 |
As of 2025 Q4 — sorted by position size