Agate Pass Investment 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
Q3 | $894K | Buy |
|
|||||
|
2025
Q2 | $808K | Sell |
|
|||||
|
2025
Q1 | $775K | Hold |
|
|||||
|
2024
Q4 | $817K | Hold |
|
|||||
|
2024
Q3 | $798K | Hold |
|
|||||
|
2024
Q2 | $754K | Buy |
|
|||||
|
2024
Q1 | $701K | Buy |
|
|||||
|
2023
Q4 | $603K | Buy |
|
|||||
|
2023
Q3 | $494K | Hold |
|
|||||
|
2023
Q2 | $513K | Hold |
|
|||||
|
2023
Q1 | $475K | Hold |
|
|||||
|
2022
Q4 | $445K | Hold |
|
|||||
|
2022
Q3 | $418K | Hold |
|
|||||
|
2022
Q2 | $439K | Hold |
|
|||||
|
2022
Q1 | $530K | Hold |
|
|||||
|
2021
Q4 | $562K | Buy |
|