Mason & Associates (California)’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
Q2 | $1.5M | Hold |
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|
2025
Q1 | $1.35M | Hold |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.36M | Hold |
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|
2023
Q4 | $1.24M | Hold |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $909K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $5.84M | Buy |
|