Cidel Asset Management’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
Q2 | $1.45M | Hold |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $986K | Sell |
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|
2023
Q3 | $898K | Hold |
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|
2023
Q2 | $932K | Hold |
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|
2023
Q1 | $863K | Hold |
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|
2022
Q4 | $809K | Hold |
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|
2022
Q3 | $759K | Sell |
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|
2022
Q2 | $812K | Hold |
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|
2022
Q1 | $980K | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $966K | Sell |
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|
2021
Q2 | $978K | Hold |
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|
2021
Q1 | $907K | Buy |
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