Beacon Financial Strategies’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 | $32.9M | Sell |
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2025
Q2 | $33.4M | Buy |
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2025
Q1 | $29.4M | Sell |
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2024
Q4 | $31.7M | Buy |
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2024
Q3 | $29.8M | Sell |
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2024
Q2 | $29.4M | Sell |
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2024
Q1 | $28.8M | Buy |
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2023
Q4 | $25.9M | Buy |
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2023
Q3 | $23.2M | Sell |
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2023
Q2 | $25.1M | Buy |
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2023
Q1 | $23M | Buy |
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2022
Q4 | $21M | Buy |
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2022
Q3 | $19M | Buy |
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2022
Q2 | $19.5M | Buy |
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2022
Q1 | $22.2M | Buy |
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2021
Q4 | $22.2M | Buy |
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2021
Q3 | $20.3M | Sell |
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2021
Q2 | $22.9M | Buy |
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