Ellenbecker Investment 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
Q3 | $294K | Buy |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $249K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $678K | Hold |
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|
2018
Q1 | $655K | Sell |
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|
2017
Q4 | $693K | Buy |
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