Charter Research & Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484K | Hold |
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|
2025
Q4 | $506K | Hold |
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|
2025
Q3 | $495K | Sell |
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|
2025
Q2 | $477K | Hold |
|
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $494K | Hold |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $622K | Hold |
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|
2023
Q3 | $557K | Buy |
|