Cranbrook 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
Q3 | $403K | Buy |
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2025
Q2 | $263K | Buy |
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2025
Q1 | $237K | Buy |
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2024
Q4 | $247K | Buy |
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2024
Q3 | $236K | Buy |
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2024
Q2 | $219K | Buy |
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2024
Q1 | $207K | Buy |
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2023
Q4 | $187K | Buy |
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2023
Q3 | $167K | Buy |
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2023
Q2 | $171K | Hold |
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2023
Q1 | $159K | Hold |
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2022
Q4 | $149K | Hold |
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2022
Q3 | $140K | Hold |
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2022
Q2 | $147K | Sell |
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2022
Q1 | $202K | Sell |
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2021
Q4 | $235K | Buy |
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2021
Q3 | $185K | Sell |
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2021
Q2 | $192K | Buy |
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2021
Q1 | $158K | Hold |
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2020
Q4 | $149K | Sell |
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2020
Q3 | $158K | Hold |
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2020
Q2 | $145K | Hold |
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2020
Q1 | $119K | Buy |
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2019
Q4 | $134K | Buy |
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2019
Q3 | $112K | Hold |
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2019
Q2 | $111K | Hold |
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2019
Q1 | $107K | Hold |
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2018
Q4 | $95K | Hold |
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2018
Q3 | $111K | Hold |
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2018
Q2 | $104K | Sell |
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2018
Q1 | $105K | Sell |
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2017
Q4 | $108K | Sell |
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2017
Q3 | $103K | Hold |
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2017
Q2 | $99K | Sell |
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2017
Q1 | $103K | Sell |
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2016
Q4 | $111K | Sell |
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2016
Q3 | $111K | Hold |
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|||||
2016
Q2 | $107K | Hold |
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|||||
2016
Q1 | $105K | Buy |
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|||||
2015
Q4 | $98K | Hold |
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2015
Q3 | $92K | Buy |
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2015
Q2 | $91K | Sell |
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2015
Q1 | $105K | Sell |
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2014
Q4 | $110K | Sell |
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2014
Q3 | $109K | Hold |
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2014
Q2 | $110K | Hold |
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2014
Q1 | $105K | Sell |
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2013
Q4 | $119K | Buy |
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