Castle Rock 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
Q3 | $373K | Buy |
|
|||||
|
2025
Q2 | $349K | Buy |
|
|||||
|
2025
Q1 | $309K | Buy |
|
|||||
|
2024
Q4 | $337K | Buy |
|
|||||
|
2024
Q3 | $314K | Buy |
|
|||||
|
2024
Q2 | $296K | Hold |
|
|||||
|
2024
Q1 | $274K | Buy |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2023
Q3 | $233K | Buy |
|
|||||
|
2023
Q2 | $241K | Buy |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | $220K | Sell |
|
|||||
|
2022
Q3 | $244K | Buy |
|
|||||
|
2022
Q2 | $263K | Buy |
|
|||||
|
2022
Q1 | $302K | Buy |
|
|||||
|
2021
Q4 | $296K | Buy |
|
|||||
|
2021
Q3 | $324K | Buy |
|
|||||
|
2021
Q2 | $305K | Buy |
|
|||||
|
2021
Q1 | $285K | Buy |
|
|||||
|
2020
Q4 | $266K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $257K | Buy |
|
|||||
|
2019
Q3 | $204K | Buy |
|