Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
|
|||||
|
2025
Q1 | $1.45M | Buy |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $827K | Buy |
|
|||||
|
2024
Q2 | $541K | Hold |
|
|||||
|
2024
Q1 | $526K | Hold |
|
|||||
|
2023
Q4 | $480K | Hold |
|
|||||
|
2023
Q3 | $429K | Hold |
|
|||||
|
2023
Q2 | $445K | Sell |
|
|||||
|
2023
Q1 | $633K | Hold |
|
|||||
|
2022
Q4 | $593K | Buy |
|
|||||
|
2022
Q3 | $526K | Buy |
|
|||||
|
2022
Q2 | $542K | Buy |
|
|||||
|
2022
Q1 | $532K | Hold |
|
|||||
|
2021
Q4 | $564K | Buy |
|
|||||
|
2021
Q3 | $431K | Hold |
|
|||||
|
2021
Q2 | $432K | Buy |
|
|||||
|
2021
Q1 | $138K | Hold |
|
|||||
|
2020
Q4 | $130K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $234K | Hold |
|
|||||
|
2020
Q1 | $193K | Sell |
|
|||||
|
2019
Q4 | $300K | Buy |
|
|||||
|
2019
Q3 | $271K | Sell |
|
|||||
|
2019
Q2 | $302K | Sell |
|
|||||
|
2019
Q1 | $326K | Sell |
|
|||||
|
2018
Q4 | $289K | Buy |
|