BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.74M | Hold |
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|
2022
Q2 | $1.83M | Hold |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $2.17M | Hold |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $695K | Buy |
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|
2020
Q3 | $608K | Sell |
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|
2020
Q2 | $898K | Buy |
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|
2020
Q1 | $581K | Sell |
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|
2019
Q4 | $923K | Buy |
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|
2019
Q3 | $597K | Buy |
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|
2019
Q2 | $593K | Hold |
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|
2019
Q1 | $572K | Sell |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $591K | Hold |
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|
2018
Q2 | $554K | Sell |
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|
2018
Q1 | $536K | Sell |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $477K | Buy |
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|
2017
Q2 | $458K | Sell |
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|
2017
Q1 | $452K | Sell |
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|
2016
Q4 | $440K | Buy |
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|
2016
Q3 | $404K | Buy |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $362K | Buy |
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