Kaizen Financial Strategies’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 | $927K | Hold |
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|
2025
Q1 | $838K | Hold |
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|
2024
Q4 | $884K | Sell |
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|
2024
Q3 | $943K | Hold |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $930K | Sell |
|
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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