Montag & Associates’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 | $2.38M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $2.16M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $994K | Buy |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $797K | Hold |
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|
2022
Q2 | $838K | Hold |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $793K | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $483K | Sell |
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|
2019
Q2 | $569K | Buy |
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|
2019
Q1 | $504K | Sell |
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|
2018
Q4 | $486K | Sell |
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|
2018
Q3 | $591K | Buy |
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|
2018
Q2 | $365K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $248K | Sell |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $363K | Buy |
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|
2016
Q1 | $240K | Hold |
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|
2015
Q4 | $238K | Buy |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $244K | Sell |
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|
2015
Q1 | $268K | Buy |
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|
2014
Q4 | $242K | Buy |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $232K | Hold |
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|
2014
Q1 | $222K | Sell |
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|
2013
Q4 | $230K | Buy |
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|
2013
Q3 | $207K | Buy |
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