Financial Synergies 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
Q3 | $1.09M | Buy |
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|
2025
Q2 | $999K | Sell |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $557K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $441K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $231K | Buy |
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