Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $861K | Sell |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $934K | Buy |
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|
2023
Q2 | $968K | Hold |
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|
2023
Q1 | $897K | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $531K | Sell |
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $80K | Hold |
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|
2019
Q4 | $101K | Sell |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $433K | Hold |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $297K | Buy |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $213K | Sell |
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|
2016
Q2 | $215K | Buy |
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