Heartwood 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 | $591K | Buy |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $386K | Hold |
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|
2022
Q1 | $466K | Sell |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $443K | Hold |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $376K | Hold |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $302K | Buy |
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