Financial Perspectives’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
Q3 | $773K | Sell |
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|
2025
Q2 | $719K | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $637K | Hold |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $475K | Buy |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $413K | Buy |
|