Atwood & Palmer’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 | $667K | Sell |
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|
2025
Q2 | $777K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $377K | Hold |
|
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $348K | Hold |
|
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $416K | Hold |
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|
2020
Q1 | $343K | Hold |
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|
2019
Q4 | $435K | Hold |
|
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $418K | Hold |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $355K | Hold |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $449K | Buy |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $452K | Sell |
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|
2017
Q3 | $459K | Sell |
|
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|
2017
Q2 | $466K | Sell |
|
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|
2017
Q1 | $523K | Hold |
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|
2016
Q4 | $497K | Hold |
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|
2016
Q3 | $480K | Hold |
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|
2016
Q2 | $462K | Buy |
|
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $11K | Buy |
|