Concorde Asset 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
Q1 | $268K | Sell |
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.44M | Sell |
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|
2019
Q3 | $1.34M | Sell |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $966K | Buy |
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|
2018
Q4 | $533K | Sell |
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|
2018
Q3 | $669K | Sell |
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|
2018
Q2 | $705K | Buy |
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|
2018
Q1 | $545K | Buy |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $988K | Buy |
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|
2017
Q2 | $570K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $610K | Buy |
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|
2016
Q3 | $406K | Buy |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $250K | Buy |
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|
2015
Q4 | $238K | Buy |
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