Cooper Financial Group’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 | $315K | Sell |
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|
2025
Q2 | $3.3M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $2.56M | Buy |
|
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.52M | Buy |
|