Keystone Wealth Services’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 | $1.26M | Buy |
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|
2025
Q1 | $987K | Buy |
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|
2024
Q4 | $982K | Buy |
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|
2024
Q3 | $919K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $629K | Hold |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $703K | Sell |
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|
2021
Q4 | $747K | Buy |
|