Grand Wealth 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
Q3 | $1.57M | Hold |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.33M | Hold |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.37M | Buy |
|
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $983K | Hold |
|
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $990K | Sell |
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|
2022
Q4 | $995K | Sell |
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|
2022
Q3 | $982K | Buy |
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|
2022
Q2 | $1.01M | Buy |
|
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.26M | Buy |
|