Curtis Advisory 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
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.02M | Buy |
|
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $918K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.57M | Buy |
|
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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