Carret Asset 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
Q3 | $343K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $241K | Buy |
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