Hillcrest Wealth 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 | $274K | Hold |
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2025
Q1 | $247K | Hold |
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2024
Q4 | $261K | Hold |
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2024
Q3 | $255K | Sell |
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2024
Q2 | $281K | Sell |
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2024
Q1 | $312K | Hold |
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2023
Q4 | $285K | Hold |
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2023
Q3 | $255K | Hold |
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2023
Q2 | $264K | Hold |
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2023
Q1 | $245K | Hold |
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2022
Q4 | $229K | Hold |
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2022
Q3 | $215K | Hold |
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2022
Q2 | $226K | Hold |
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2022
Q1 | $273K | Hold |
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2021
Q4 | $290K | Hold |
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2021
Q3 | $266K | Hold |
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2021
Q2 | $267K | Hold |
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2021
Q1 | $248K | Hold |
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2020
Q4 | $234K | Hold |
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2020
Q3 | $204K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $317K | Hold |
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2019
Q2 | $315K | Sell |
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2019
Q1 | $347K | Hold |
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2018
Q4 | $306K | Buy |
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