CM Wealth Advisors’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 | $1.01M | Buy |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $725K | Buy |
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|
2024
Q4 | $723K | Hold |
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|
2024
Q3 | $709K | Hold |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $3.97M | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $258M | Hold |
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|
2022
Q2 | $271K | Buy |
|