Concentrum 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 | $1.35M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.05M | Hold |
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|
2023
Q3 | $937K | Hold |
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|
2023
Q2 | $972K | Buy |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $205K | Buy |
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