Dopkins 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 | $776K | Hold |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $629K | Buy |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $543K | Hold |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $261K | Buy |
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