McDonald Partners’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 | $262K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $371K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.1M | Hold |
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|
2020
Q4 | $1.03M | Buy |
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