Holt Capital Partners’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 | $635K | Hold |
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|
2025
Q1 | $574K | Hold |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $656K | Hold |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $684K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $579K | Hold |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $577K | Hold |
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|
2021
Q1 | $535K | Hold |
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|
2020
Q4 | $504K | Hold |
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|
2020
Q3 | $441K | Hold |
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|
2020
Q2 | $405K | Hold |
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|
2020
Q1 | $334K | Hold |
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|
2019
Q4 | $424K | Hold |
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|
2019
Q3 | $391K | Hold |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $331K | Hold |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $364K | Hold |
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|
2018
Q1 | $352K | Hold |
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|
2017
Q4 | $355K | Sell |
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|
2017
Q3 | $340K | Hold |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $319K | Hold |
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|
2016
Q4 | $303K | Hold |
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|
2016
Q3 | $292K | Sell |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $355K | Hold |
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|
2015
Q3 | $336K | Hold |
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|
2015
Q2 | $365K | Hold |
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|
2015
Q1 | $366K | Hold |
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|
2014
Q4 | $361K | Sell |
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|
2014
Q3 | $355K | Buy |
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|
2014
Q2 | $292K | Buy |
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|
2014
Q1 | $276K | Sell |
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|
2013
Q4 | $300K | Buy |
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