Bar Harbor 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 | $589K | Hold |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $529K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $311K | Buy |
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|
2016
Q4 | $294K | Sell |
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|
2016
Q3 | $313K | Sell |
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|
2016
Q2 | $306K | Hold |
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|
2016
Q1 | $299K | Hold |
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|
2015
Q4 | $297K | Sell |
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|
2015
Q3 | $291K | Sell |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $322K | Hold |
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|
2014
Q4 | $318K | Buy |
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|
2014
Q3 | $274K | Buy |
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