Mason Investment Advisory Services’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 | $995K | Hold |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $967K | Hold |
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|
2024
Q2 | $914K | Hold |
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|
2024
Q1 | $888K | Buy |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $692K | Hold |
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|
2021
Q4 | $733K | Hold |
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|
2021
Q3 | $675K | Hold |
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|
2021
Q2 | $677K | Hold |
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|
2021
Q1 | $628K | Hold |
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|
2020
Q4 | $591K | Hold |
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|
2020
Q3 | $517K | Hold |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $501K | Sell |
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|
2019
Q4 | $666K | Buy |
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