Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $679K | Sell |
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|
2021
Q3 | $649K | Sell |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $498K | Buy |
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