Bourgeon Capital 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
Q3 | $1.03M | Hold |
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|
2025
Q2 | $958K | Hold |
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|
2025
Q1 | $867K | Sell |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $990K | Sell |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $902K | Hold |
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|
2023
Q3 | $808K | Hold |
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|
2023
Q2 | $838K | Hold |
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|
2023
Q1 | $776K | Sell |
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|
2022
Q4 | $772K | Buy |
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|
2022
Q3 | $664K | Hold |
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|
2022
Q2 | $698K | Hold |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $946K | Hold |
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|
2021
Q3 | $870K | Hold |
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|
2021
Q2 | $873K | Sell |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $984K | Hold |
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|
2020
Q3 | $861K | Buy |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $80K | Buy |
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