GeoWealth Management’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 | $104M | Buy |
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|
2025
Q1 | $85.7M | Buy |
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|
2024
Q4 | $90.2M | Buy |
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|
2024
Q3 | $71.6M | Sell |
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|
2024
Q2 | $75.9M | Sell |
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|
2024
Q1 | $73.9M | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $771K | Sell |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $804K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $640K | Sell |
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|
2020
Q4 | $626K | Sell |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $541K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $469K | Buy |
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|
2019
Q2 | $252K | Buy |
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