Bay 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 | $134K | Buy |
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|
2025
Q2 | $116K | Buy |
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|
2025
Q1 | $99.2K | Hold |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $96.9K | Sell |
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|
2024
Q2 | $93.7K | Hold |
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|
2024
Q1 | $90.7K | Buy |
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|
2023
Q4 | $61.9K | Hold |
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|
2023
Q3 | $55.4K | Hold |
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|
2023
Q2 | $57.5K | Hold |
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|
2023
Q1 | $53.3K | Hold |
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|
2022
Q4 | $50K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $59K | Sell |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $82K | Sell |
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|
2020
Q3 | $72K | Buy |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $63K | Sell |
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|
2019
Q3 | $109K | Sell |
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|
2019
Q2 | $111K | Buy |
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|
2019
Q1 | $104K | Sell |
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|
2018
Q4 | $127K | Buy |
|