Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $6.58K | Hold |
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|
2023
Q2 | $6.83K | Hold |
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|
2023
Q1 | $6.33K | Hold |
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|
2022
Q4 | $5.93K | Hold |
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|
2022
Q3 | $5.56K | Hold |
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|
2022
Q2 | $5.85K | Hold |
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|
2022
Q1 | $7.06K | Hold |
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|
2021
Q4 | $7.49K | Hold |
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|
2021
Q3 | $6.88K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.73K | Sell |
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|
2020
Q3 | $17K | Sell |
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|
2020
Q2 | $28.2K | Hold |
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|
2020
Q1 | $23.2K | Buy |
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