Bell Investment 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
Q2 | $331K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $174K | Buy |
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|
2024
Q1 | $42K | Buy |
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|
2023
Q4 | $34.7K | Hold |
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|
2023
Q3 | $30.9K | Buy |
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|
2023
Q2 | $32K | Buy |
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|
2023
Q1 | $26.4K | Buy |
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|
2022
Q4 | $24.7K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2021
Q4 | $35K | Sell |
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|
2021
Q3 | $40K | Buy |
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