Defined 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 | $1.25M | Hold |
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2025
Q2 | $1.16M | Sell |
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2025
Q1 | $1.15M | Hold |
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2024
Q4 | $1.22M | Sell |
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2024
Q3 | $1.2M | Hold |
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2024
Q2 | $1.13M | Sell |
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2024
Q1 | $1.11M | Buy |
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2023
Q4 | $1.01M | Sell |
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2023
Q3 | $944K | Buy |
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2023
Q2 | $969K | Buy |
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2023
Q1 | $597K | Buy |
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2022
Q4 | $520K | Buy |
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2022
Q3 | $471K | Buy |
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2022
Q2 | $416K | Buy |
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2022
Q1 | $449K | Buy |
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2021
Q4 | $379K | Buy |
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2021
Q3 | $345K | Buy |
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2021
Q2 | $335K | Buy |
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2021
Q1 | $259K | Buy |
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2020
Q4 | $239K | Buy |
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