Beaumont Financial Advisors’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 | $3.79M | Sell |
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|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $926K | Hold |
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|
2021
Q1 | $859K | Sell |
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|
2020
Q4 | $857K | Sell |
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|
2020
Q3 | $976K | Sell |
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|
2020
Q2 | $924K | Buy |
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|
2020
Q1 | $631K | Hold |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $739K | Sell |
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|
2019
Q2 | $737K | Sell |
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|
2019
Q1 | $749K | Hold |
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|
2018
Q4 | $661K | Sell |
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|
2018
Q3 | $801K | Hold |
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|
2018
Q2 | $752K | Buy |
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