Matrix Asset 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 | $1.03M | Hold |
|
|||||
|
2025
Q2 | $953K | Buy |
|
|||||
|
2025
Q1 | $848K | Sell |
|
|||||
|
2024
Q4 | $990K | Hold |
|
|||||
|
2024
Q3 | $968K | Hold |
|
|||||
|
2024
Q2 | $914K | Hold |
|
|||||
|
2024
Q1 | $888K | Hold |
|
|||||
|
2023
Q4 | $811K | Hold |
|
|||||
|
2023
Q3 | $726K | Sell |
|
|||||
|
2023
Q2 | $2.31M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $2M | Hold |
|
|||||
|
2022
Q3 | $1.88M | Hold |
|
|||||
|
2022
Q2 | $1.98M | Hold |
|
|||||
|
2022
Q1 | $2.39M | Hold |
|
|||||
|
2021
Q4 | $2.53M | Hold |
|
|||||
|
2021
Q3 | $2.33M | Buy |
|
|||||
|
2021
Q2 | $761K | Buy |
|
|||||
|
2021
Q1 | $651K | Hold |
|
|||||
|
2020
Q4 | $613K | Buy |
|