Baker Tilly 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
Q3 | $717K | Hold |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $580K | Buy |
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $928K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $951K | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $769K | Sell |
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|
2021
Q2 | $916K | Buy |
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|
2021
Q1 | $724K | Buy |
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