J.W. Cole 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 | $36.5M | Buy |
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|
2025
Q1 | $19M | Sell |
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|
2024
Q4 | $22.4M | Buy |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $18.9M | Buy |
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|
2024
Q1 | $18.1M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $9.21M | Sell |
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|
2023
Q1 | $8.72M | Buy |
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|
2022
Q4 | $7.81M | Buy |
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|
2022
Q3 | $6.68M | Buy |
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|
2022
Q2 | $6.81M | Buy |
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|
2022
Q1 | $7.7M | Sell |
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|
2021
Q4 | $8.66M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.92M | Buy |
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|
2021
Q1 | $4.28M | Buy |
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|
2020
Q4 | $3.93M | Sell |
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|
2020
Q3 | $9.13M | Buy |
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|
2020
Q2 | $4.7M | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $4.83M | Buy |
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