HighMark Wealth Management’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 | $805K | Sell |
|
|||||
|
2025
Q2 | $747K | Hold |
|
|||||
|
2025
Q1 | $676K | Buy |
|
|||||
|
2024
Q4 | $710K | Buy |
|
|||||
|
2024
Q3 | $688K | Buy |
|
|||||
|
2024
Q2 | $627K | Hold |
|
|||||
|
2024
Q1 | $609K | Buy |
|
|||||
|
2023
Q4 | $519K | Buy |
|
|||||
|
2023
Q3 | $401K | Buy |
|
|||||
|
2023
Q2 | $377K | Buy |
|
|||||
|
2023
Q1 | $348K | Buy |
|
|||||
|
2022
Q4 | $323K | Buy |
|
|||||
|
2022
Q3 | $288K | Sell |
|
|||||
|
2022
Q2 | $3.4M | Buy |
|
|||||
|
2022
Q1 | $360K | Buy |
|
|||||
|
2021
Q4 | $381K | Buy |
|
|||||
|
2021
Q3 | $340K | Buy |
|
|||||
|
2021
Q2 | $331K | Sell |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $323K | Buy |
|
|||||
|
2020
Q3 | $281K | Buy |
|
|||||
|
2020
Q2 | $258K | Buy |
|
|||||
|
2020
Q1 | $211K | Sell |
|
|||||
|
2019
Q4 | $293K | Buy |
|