JGP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Sell |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $587K | Hold |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $476K | Hold |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Sell |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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