4J Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
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|
2025
Q1 | $557K | Hold |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $576K | Sell |
|
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|
2024
Q2 | $583K | Buy |
|
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|
2024
Q1 | $558K | Sell |
|
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $484K | Sell |
|
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $475K | Sell |
|
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $567K | Buy |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $469K | Sell |
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|
2020
Q4 | $443K | Buy |
|