Burt Wealth Advisors’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 | $408K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $236K | Sell |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $7K | Buy |
|