Herold 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
Q2 | $457K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $516K | Hold |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $96.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $94K | Buy |
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