Kozak & 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 | $31.7K | Hold |
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|
2025
Q2 | $29.7K | Buy |
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|
2025
Q1 | $25.5K | Hold |
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|
2024
Q4 | $28.2K | Sell |
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|
2024
Q3 | $28.4K | Buy |
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|
2024
Q2 | $26.7K | Hold |
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|
2024
Q1 | $25.7K | Hold |
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|
2023
Q4 | $23.1K | Buy |
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|
2023
Q3 | $20.7K | Sell |
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|
2023
Q2 | $22.5K | Buy |
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|
2023
Q1 | $19.7K | Buy |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $24K | Buy |
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