Brown Financial Advisory’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 | $761K | Sell |
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|
2025
Q2 | $711K | Hold |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $670K | Hold |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $451K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $423K | Buy |
|