Cardinal Strategic Wealth Guidance’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 | $510K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $427K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $696K | Hold |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $702K | Buy |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $767K | Hold |
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|
2021
Q3 | $706K | Sell |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $761K | Buy |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $622K | Buy |
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