Kathleen S. Wright Associates’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 | $7.26M | Buy |
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|
2025
Q2 | $6.49M | Buy |
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|
2025
Q1 | $5.35M | Buy |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $3.93M | Buy |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | $576K | Buy |
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