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