Beacon Financial Advisory’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 | $527K | Buy |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $3.43M | Sell |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $4.73M | Buy |
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|
2021
Q3 | $3.9M | Buy |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $382K | Buy |
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