Coastal Bridge 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 | $1.32M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $506K | Hold |
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|
2019
Q1 | $488K | Hold |
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|
2018
Q4 | $431K | Hold |
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|
2018
Q3 | $505K | Hold |
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|
2018
Q2 | $474K | Hold |
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|
2018
Q1 | $458K | Sell |
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|
2017
Q4 | $480K | Buy |
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