H&H Retirement Design & 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 | $525K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $1.42M | Hold |
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|
2024
Q1 | $1.28M | Sell |
|
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.99M | Sell |
|
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $15.4M | Sell |
|
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $22.7M | Sell |
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|
2021
Q4 | $22.4M | Buy |
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|
2021
Q3 | $8.81M | Buy |
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|
2021
Q2 | $8.75M | Sell |
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|
2021
Q1 | $8.53M | Buy |
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|
2020
Q3 | $6.19M | Sell |
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|
2020
Q2 | $6.46M | Sell |
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|
2020
Q1 | $5.49M | Buy |
|