ClientFirst 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 | $334K | Hold |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $319K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $253K | Buy |
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