Bollard Group’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 | $1.01M | Sell |
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|
2025
Q1 | $998K | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.02M | Buy |
|
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|
2024
Q2 | $958K | Hold |
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|
2024
Q1 | $931K | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $755K | Buy |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $857K | Buy |
|
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|
2022
Q4 | $800K | Buy |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $782K | Buy |
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|
2022
Q1 | $940K | Buy |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $911K | Buy |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $879K | Buy |
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|
2020
Q4 | $643K | Buy |
|