Frisch Financial Group’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 | $1.36M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $229K | Buy |
|