Dynasty 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
$5.29M Sell
2025
Q2
$32.9M Buy
2025
Q1
Sell
2024
Q4
$32.4M Sell
2024
Q3
$32.2M Buy
2024
Q2
$30.3M Buy
2024
Q1
$27.7M Buy
2018
Q4
$202K Sell
2018
Q3
$259K Buy
2018
Q1
Sell
2017
Q4
$209K Buy