High Net Worth Advisory 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
Q2
$3.9M Buy
2025
Q1
$3.15M Buy
2024
Q4
$3.18M Buy
2024
Q3
$2.85M Buy
2024
Q2
$2.22M Buy
2024
Q1
$1.91M Buy
2023
Q4
$1.12M Buy
2023
Q3
$612K Buy
2023
Q2
$617K Buy
2023
Q1
$471K Buy
2022
Q4
$427K Buy
2022
Q3
$398K Sell
2022
Q2
$553K Buy
2022
Q1
$447K Buy
2021
Q4
$357K Buy