Castleview Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $130K | Sell |
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|
2024
Q3 | $136K | Buy |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $96.3K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $33K | Hold |
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|
2023
Q1 | $30.6K | Hold |
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|
2022
Q4 | $28.7K | Hold |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $1.87K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2018
Q1 | $910K | Buy |
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