CGN Advisors’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 | $41.5M | Buy |
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|
2025
Q2 | $37.8M | Sell |
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|
2025
Q1 | $35M | Buy |
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|
2024
Q4 | $35.6M | Buy |
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|
2024
Q3 | $34.4M | Sell |
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|
2024
Q2 | $32.6M | Sell |
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|
2024
Q1 | $32M | Buy |
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|
2023
Q4 | $26.5M | Sell |
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|
2023
Q3 | $36.7M | Buy |
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|
2023
Q2 | $25.7M | Buy |
|
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|
2023
Q1 | $23M | Buy |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $15.1M | Buy |
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|
2022
Q2 | $15.7M | Buy |
|
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|
2022
Q1 | $17.7M | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $3.92M | Sell |
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|
2021
Q2 | $5.01M | Buy |
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|
2021
Q1 | $4.39M | Sell |
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|
2020
Q4 | $4.23M | Buy |
|