Charles Schwab Investment Advisory’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
Q2 | – | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $985K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $270M | Sell |
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|
2019
Q3 | $270M | Sell |
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|
2019
Q2 | $330M | Buy |
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|
2019
Q1 | $263M | Sell |
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|
2018
Q4 | $411M | Sell |
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|
2018
Q3 | $538M | Sell |
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|
2018
Q2 | $508M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $272K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $208K | Buy |
|