Helen Stephens Group’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 | $1.34M | Buy |
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|
2025
Q2 | $1.18M | Buy |
|
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|
2025
Q1 | $924K | Buy |
|
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|
2024
Q4 | $967K | Sell |
|
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|
2024
Q3 | $1.52M | Sell |
|
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|
2024
Q2 | $1.5M | Buy |
|
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|
2024
Q1 | $897K | Sell |
|
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|
2023
Q4 | $977K | Sell |
|
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|
2023
Q3 | $913K | Sell |
|
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|
2023
Q2 | $986K | Sell |
|
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|
2023
Q1 | $914K | Buy |
|
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|
2022
Q4 | $766K | Sell |
|
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|
2022
Q3 | $787K | Buy |
|
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|
2022
Q2 | $799K | Sell |
|
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|
2022
Q1 | $999K | Buy |
|
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|
2021
Q4 | $1M | Buy |
|