Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $983K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.16M | Buy |
|
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $928K | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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