Barrett & Company’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
$29.9M Buy
2025
Q2
$26.2M Buy
2025
Q1
$20.6M Buy
2024
Q4
$21.2M Buy
2024
Q3
$19.7M Buy
2024
Q2
$16.7M Sell
2024
Q1
$16.9M Buy
2023
Q4
$12.2M Buy
2023
Q3
$9.41M Buy
2023
Q2
$9.05M Buy
2023
Q1
$7.43M Buy
2022
Q4
$6.75M Hold
2022
Q3
$6.75M Buy