Berkeley Inc’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 | $1.31M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $946K | Buy |
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|
2023
Q4 | $825K | Sell |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $799K | Buy |
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|
2023
Q1 | $686K | Buy |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $649K | Buy |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $541K | Buy |
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