Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $431K | Hold |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $484K | Sell |
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|
2021
Q2 | $488K | Sell |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $654K | Hold |
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|
2019
Q3 | $604K | Sell |
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|
2019
Q2 | $637K | Buy |
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|
2019
Q1 | $578K | Sell |
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|
2018
Q4 | $512K | Buy |
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