BSW Wealth Partners’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 | $8.56M | Buy |
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|
2025
Q2 | $7.88M | Buy |
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|
2025
Q1 | $6.43M | Buy |
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|
2024
Q4 | $6.54M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $3.62M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $4.53M | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $389K | Hold |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $374K | Hold |
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|
2019
Q2 | $371K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $274K | Buy |
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|
2018
Q1 | $201K | Buy |
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