Baltimore-Washington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $275K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $379K | Sell |
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|
2015
Q4 | $399K | Buy |
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|
2015
Q3 | $341K | Sell |
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|
2015
Q2 | $552K | Sell |
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|
2015
Q1 | $631K | Buy |
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|
2014
Q4 | $574K | Buy |
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|
2014
Q3 | $207K | Sell |
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|
2014
Q2 | $221K | Buy |
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|
2014
Q1 | $188K | Buy |
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|
2013
Q4 | $144K | Buy |
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|
2013
Q3 | $51K | Sell |
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|
2013
Q2 | $50K | Buy |
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