Carson Advisory’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 | $854K | Sell |
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|
2025
Q1 | $843K | Hold |
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|
2024
Q4 | $889K | Hold |
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|
2024
Q3 | $869K | Sell |
|
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|
2024
Q2 | $823K | Sell |
|
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|
2024
Q1 | $802K | Sell |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $641K | Hold |
|
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $616K | Buy |
|
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $450K | Buy |
|