Colonial Trust’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
$246K Sell
2025
Q2
$236K Hold
2025
Q1
$213K Hold
2024
Q4
$225K Hold
2024
Q3
$219K Hold
2024
Q2
$207K Hold
2024
Q1
$201K Hold
2023
Q4
$184K Hold
2023
Q3
$165K Hold
2023
Q2
$171K Hold
2023
Q1
$158K Sell
2022
Q4
$175K Buy
2022
Q3
$153K Buy