Inspirion 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
Q3 | $628K | Hold |
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|
2025
Q2 | $674K | Hold |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $869K | Buy |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $241K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $269K | Buy |
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