Circle Wealth 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 | $79.3M | Sell |
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|
2025
Q1 | $75.3M | Sell |
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|
2024
Q4 | $81.9M | Buy |
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|
2024
Q3 | $79.5M | Sell |
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|
2024
Q2 | $75.9M | Sell |
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|
2024
Q1 | $74.6M | Sell |
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|
2023
Q4 | $68.4M | Sell |
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|
2023
Q3 | $62.1M | Sell |
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|
2023
Q2 | $65.5M | Sell |
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|
2023
Q1 | $62.2M | Buy |
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|
2022
Q4 | $58.2M | Sell |
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|
2022
Q3 | $55.8M | Buy |
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|
2022
Q2 | $55.3M | Sell |
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|
2022
Q1 | $67.6M | Buy |
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|
2021
Q4 | $68.8M | Sell |
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|
2021
Q3 | $65.6M | Buy |
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|
2021
Q2 | $65.5M | Buy |
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|
2021
Q1 | $60.4M | Sell |
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|
2020
Q4 | $57.3M | Sell |
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|
2020
Q3 | $52.2M | Sell |
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|
2020
Q2 | $50.4M | Sell |
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|
2020
Q1 | $45.2M | Sell |
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|
2019
Q4 | $79.5M | Buy |
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|
2019
Q3 | $71.4M | Buy |
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|
2019
Q2 | $66.9M | Buy |
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|
2019
Q1 | $61.6M | Buy |
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|
2018
Q4 | $45.8M | Sell |
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|
2018
Q3 | $67.3M | Buy |
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|
2018
Q2 | $58.5M | Buy |
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|
2018
Q1 | $53.6M | Buy |
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|
2017
Q4 | $46.8M | Buy |
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|
2017
Q3 | $43.5M | Buy |
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|
2017
Q2 | $40.5M | Buy |
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|
2017
Q1 | $38.3M | Buy |
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|
2016
Q4 | $32.4M | Buy |
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