Carlton Hofferkamp & Jenks Wealth Management’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 | $12M | Buy |
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|
2025
Q1 | $9.92M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $9.62M | Buy |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $8.5M | Buy |
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|
2023
Q3 | $6.78M | Buy |
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|
2023
Q2 | $7.06M | Sell |
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|
2023
Q1 | $6.55M | Sell |
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|
2022
Q4 | $6.72M | Buy |
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|
2022
Q3 | $5.7M | Buy |
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|
2022
Q2 | $5.36M | Sell |
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|
2022
Q1 | $6.31M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q2 | $5.43M | Buy |
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|
2021
Q1 | $5.22M | Buy |
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|
2020
Q4 | $4.65M | Buy |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.54M | Buy |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.41M | Hold |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $900K | Buy |
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|
2017
Q2 | $373K | Hold |
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|
2017
Q1 | $363K | Hold |
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|
2016
Q4 | $345K | Buy |
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