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