Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.08M | Sell |
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|
2024
Q2 | $5.8M | Buy |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.64M | Buy |
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|
2023
Q3 | $4.02M | Sell |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $3.95M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $4.5M | Buy |
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|
2022
Q1 | $5.25M | Sell |
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|
2021
Q4 | $24.1M | Buy |
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|
2021
Q3 | $21.6M | Buy |
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|
2021
Q2 | $21M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $16.9M | Sell |
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|
2020
Q3 | $15.8M | Sell |
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|
2020
Q2 | $14.9M | Sell |
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|
2020
Q1 | $13.6M | Buy |
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|
2019
Q4 | $16.7M | Buy |
|