Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $207K | Buy |
|