Lowe Wealth 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 | $257K | Hold |
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2025
Q2 | $238K | Buy |
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2025
Q1 | $193K | Hold |
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2024
Q4 | $203K | Buy |
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2024
Q3 | $153K | Hold |
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2024
Q2 | $145K | Hold |
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2024
Q1 | $141K | Sell |
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2023
Q4 | $130K | Hold |
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2023
Q3 | $117K | Sell |
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2023
Q2 | $332K | Hold |
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2023
Q1 | $307K | Hold |
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2022
Q4 | $288K | Hold |
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2022
Q3 | $270K | Sell |
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2022
Q2 | $293K | Buy |
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2022
Q1 | $306K | Hold |
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2021
Q4 | $324K | Hold |
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2021
Q3 | $298K | Hold |
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2021
Q2 | $299K | Hold |
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2021
Q1 | $278K | Hold |
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2020
Q4 | $261K | Hold |
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2020
Q3 | $229K | Buy |
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2020
Q2 | $153K | Hold |
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2020
Q1 | $126K | Buy |
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2019
Q4 | $119K | Hold |
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2019
Q3 | $110K | Hold |
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2019
Q2 | $109K | Hold |
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2019
Q1 | $105K | Hold |
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2018
Q4 | $93K | Buy |
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2018
Q3 | $39K | Hold |
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2018
Q2 | $37K | Hold |
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2018
Q1 | $35K | Hold |
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2017
Q4 | $36K | Hold |
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2017
Q3 | $34K | Buy |
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