Encompass Wealth Advisors’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
Q2 | $497K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $276K | Buy |
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