Heritage Investment 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 | $1.6M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.14M | Hold |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $981K | Hold |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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