FRG Family 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 | $43.4M | Sell |
|
|||||
|
2025
Q1 | $39.3M | Sell |
|
|||||
|
2024
Q4 | $43M | Sell |
|
|||||
|
2024
Q3 | $42.3M | Buy |
|
|||||
|
2024
Q2 | $38.5M | Buy |
|
|||||
|
2024
Q1 | $35.8M | Buy |
|
|||||
|
2023
Q4 | $32.4M | Buy |
|
|||||
|
2023
Q3 | $27.6M | Buy |
|
|||||
|
2023
Q2 | $28M | Sell |
|
|||||
|
2023
Q1 | $26M | Sell |
|
|||||
|
2022
Q4 | $24.7M | Sell |
|
|||||
|
2022
Q3 | $23.6M | Buy |
|
|||||
|
2022
Q2 | $24.3M | Buy |
|
|||||
|
2022
Q1 | $28.7M | Buy |
|
|||||
|
2021
Q4 | $29.9M | Sell |
|
|||||
|
2021
Q3 | $27.7M | Buy |
|
|||||
|
2021
Q2 | $27.8M | Buy |
|
|||||
|
2021
Q1 | $24M | Buy |
|
|||||
|
2020
Q4 | $20.8M | Buy |
|
|||||
|
2020
Q3 | $15.8M | Buy |
|
|||||
|
2020
Q2 | $14.3M | Sell |
|
|||||
|
2020
Q1 | $12.2M | Buy |
|
|||||
|
2019
Q4 | $15.4M | Buy |
|
|||||
|
2019
Q3 | $7.15M | Buy |
|
|||||
|
2019
Q2 | $5.56M | Buy |
|
|||||
|
2019
Q1 | $5.16M | Sell |
|
|||||
|
2018
Q4 | $5.55M | Sell |
|
|||||
|
2018
Q3 | $6.54M | Sell |
|
|||||
|
2018
Q2 | $6.27M | Sell |
|
|||||
|
2018
Q1 | $6.49M | Hold |
|
|||||
|
2017
Q4 | $6.57M | Sell |
|
|||||
|
2017
Q3 | $6.2M | Buy |
|
|||||
|
2017
Q2 | $5.47M | Buy |
|
|||||
|
2017
Q1 | $5.18M | Sell |
|
|||||
|
2016
Q4 | $4.99M | Buy |
|
|||||
|
2016
Q3 | $4.66M | Hold |
|
|||||
|
2016
Q2 | $4.48M | Hold |
|
|||||
|
2016
Q1 | $4.39M | Hold |
|
|||||
|
2015
Q4 | $4.36M | Buy |
|