Beese Fulmer Investment 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
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.86M | Hold |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.69M | Hold |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $986K | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $950K | Buy |
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|
2020
Q2 | $870K | Sell |
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|
2020
Q1 | $730K | Buy |
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|
2019
Q4 | $421K | Sell |
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|
2019
Q3 | $409K | Buy |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $244K | Sell |
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|
2014
Q3 | $334K | Hold |
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|
2014
Q2 | $336K | Hold |
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|
2014
Q1 | $322K | Hold |
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|
2013
Q4 | $317K | Buy |
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