Great Waters 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 | $573K | Sell |
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2025
Q2 | $532K | Sell |
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2025
Q1 | $487K | Sell |
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2024
Q4 | $722K | Buy |
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2024
Q3 | $698K | Sell |
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2024
Q2 | $665K | Sell |
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2024
Q1 | $661K | Sell |
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2023
Q4 | $637K | Sell |
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2023
Q3 | $604K | Sell |
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2023
Q2 | $768K | Buy |
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2023
Q1 | $611K | Buy |
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2022
Q4 | $599K | Buy |
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