Capital Asset Advisory Services’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 | $1.81M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $997K | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.87M | Buy |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $10.8M | Buy |
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|
2022
Q1 | $12.7M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $13.6M | Sell |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $11.9M | Buy |
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|
2020
Q4 | $11.1M | Buy |
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|
2020
Q3 | $9.28M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $258K | Sell |
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|
2018
Q4 | $541K | Sell |
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|
2018
Q3 | $975K | Buy |
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|
2018
Q2 | $889K | Buy |
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|
2018
Q1 | $787K | Buy |
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|
2017
Q4 | $707K | Sell |
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|
2017
Q3 | $934K | Sell |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $214K | Buy |
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