Colonial Trust 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
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $178K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $193K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
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