Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $952K | Hold |
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|
2022
Q4 | $928K | Sell |
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|
2022
Q3 | $855K | Buy |
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|
2022
Q2 | $889K | Buy |
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|
2022
Q1 | $1.07M | Hold |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $968K | Sell |
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|
2020
Q4 | $1.31M | Hold |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $828K | Hold |
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|
2020
Q1 | $682K | Hold |
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|
2019
Q4 | $865K | Buy |
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