HCR Wealth Advisors’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 | $2.52M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $827K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $811K | Buy |
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|
2023
Q3 | $473K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $563K | Sell |
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|
2021
Q2 | $571K | Sell |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $517K | Sell |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $273K | Buy |
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