Blue Bell Private 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 | $11M | Buy |
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|
2025
Q1 | $8.23M | Sell |
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|
2024
Q4 | $8.71M | Sell |
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|
2024
Q3 | $8.61M | Sell |
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|
2024
Q2 | $8.31M | Sell |
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|
2024
Q1 | $8.12M | Sell |
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|
2023
Q4 | $7.68M | Sell |
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|
2023
Q3 | $7.22M | Sell |
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|
2023
Q2 | $7.75M | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $7.18M | Sell |
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|
2022
Q3 | $7.51M | Sell |
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|
2022
Q2 | $7.92M | Sell |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $11.5M | Sell |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $9.26M | Buy |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.16M | Sell |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $1.74M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.14M | Sell |
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|
2019
Q1 | $2.11M | Sell |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $995K | Sell |
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|
2018
Q2 | $955K | Sell |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $997K | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $985K | Sell |
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|
2016
Q3 | $962K | Sell |
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|
2016
Q2 | $1.05M | Hold |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.06M | Sell |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.18M | Hold |
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|
2014
Q4 | $1.16M | Hold |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $890K | Hold |
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|
2013
Q4 | $876K | Sell |
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|
2013
Q3 | $827K | Sell |
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|
2013
Q2 | $825K | Buy |
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