Level 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
Q3 | $6.9M | Sell |
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|
2025
Q2 | $6.49M | Buy |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $5.49M | Buy |
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|
2024
Q3 | $5.34M | Buy |
|
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|
2024
Q2 | $4.98M | Buy |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $3.73M | Buy |
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|
2022
Q4 | $3.29M | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $214K | Buy |
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