Evolution 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 | $850K | Buy |
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|
2025
Q1 | $721K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $681K | Hold |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $541K | Hold |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $486K | Hold |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $962K | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.23K | Buy |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $525K | Hold |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $398K | Sell |
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|
2020
Q1 | $576K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $837K | Buy |
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