Baron Financial Group’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 | $1.97M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.79M | Hold |
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|
2024
Q2 | $1.69M | Hold |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.2M | Sell |
|
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.55M | Hold |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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