Martel 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 | $839K | Sell |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $637K | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $655K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $292K | Buy |
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