Beacon 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 | $10.6M | Sell |
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|
2025
Q2 | $9.89M | Buy |
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|
2025
Q1 | $8.91M | Sell |
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|
2024
Q4 | $9.55M | Sell |
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|
2024
Q3 | $9.41M | Sell |
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|
2024
Q2 | $8.9M | Buy |
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|
2024
Q1 | $8.61M | Sell |
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|
2023
Q4 | $8.14M | Buy |
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|
2023
Q3 | $5.64M | Sell |
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|
2023
Q2 | $5.61M | Buy |
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|
2023
Q1 | $5.13M | Sell |
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|
2022
Q4 | $4.88M | Sell |
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|
2022
Q3 | $4.74M | Sell |
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|
2022
Q2 | $5.75M | Buy |
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|
2022
Q1 | $6.64M | Buy |
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|
2021
Q4 | $4.13M | Sell |
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|
2021
Q3 | $5.91M | Buy |
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|
2021
Q2 | $4.95M | Buy |
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|
2021
Q1 | $4.13M | Hold |
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|
2020
Q4 | $4.13M | Buy |
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|
2020
Q3 | $3.23M | Buy |
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|
2020
Q2 | $2.57M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $827 | Buy |
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|
2018
Q4 | $712K | Buy |
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|
2018
Q3 | $395K | Hold |
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|
2018
Q2 | $371K | Buy |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $409K | Hold |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $317K | Hold |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $294K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $487K | Buy |
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