Cary Street Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $425K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $691K | Hold |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $638K | Buy |
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|
2021
Q1 | $507K | Buy |
|