Chas P. Smith & Associates (CPS)’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 | $713K | Sell |
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|
2025
Q2 | $891K | Sell |
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|
2025
Q1 | $847K | Sell |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $860K | Hold |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $771K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | $642K | Hold |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $815K | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $722K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $451K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $321K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $246K | Sell |
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|
2016
Q3 | $408K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $204K | Buy |
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