Confluence Wealth Services’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 | $10.8M | Sell |
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|
2025
Q1 | $9.93M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.32M | Buy |
|
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $983K | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $912K | Buy |
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|
2023
Q1 | $842K | Buy |
|
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $870K | Buy |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $964K | Buy |
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