Marcum Wealth’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
Q1 | $6.94M | Buy |
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|
2024
Q4 | $7.28M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $992K | Sell |
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|
2024
Q1 | $968K | Buy |
|
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $794K | Buy |
|
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|
2023
Q2 | $809K | Sell |
|
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|
2023
Q1 | $829K | Buy |
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|
2022
Q4 | $723K | Sell |
|
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|
2022
Q3 | $932K | Sell |
|
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|
2022
Q2 | $1.1M | Sell |
|
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|
2022
Q1 | $1.33M | Buy |
|
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|
2021
Q4 | $1.38M | Buy |
|
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $901K | Sell |
|
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|
2021
Q1 | $924K | Sell |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $2.1M | Sell |
|
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $598K | Buy |
|