Geometric 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
$3.68M Buy
2025
Q1
$3.23M Sell
2024
Q4
$5.35M Buy
2024
Q3
$2.13M Sell
2024
Q2
$2.02M Buy
2024
Q1
$1.44M Buy
2023
Q4
$1.3M Buy
2023
Q3
$951K Buy
2023
Q2
$977K Buy
2023
Q1
$885K Buy
2022
Q4
$769K Sell
2022
Q3
$725K Buy
2022
Q2
$744K Sell
2022
Q1
$905K Hold
2021
Q4
$959K Buy