Kelleher Financial 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 | $854K | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $603K | Hold |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $302K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $236K | Buy |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $240K | Sell |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $227K | Hold |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $213K | Buy |
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