Montis Financial’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 | $6.64M | Sell |
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|
2025
Q2 | $6.16M | Sell |
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|
2025
Q1 | $6.23M | Buy |
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|
2024
Q4 | $4.67M | Hold |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $6.13M | Buy |
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|
2023
Q4 | $5.59M | Hold |
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|
2023
Q3 | $5.01M | Sell |
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|
2023
Q2 | $5.21M | Sell |
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|
2023
Q1 | $4.91M | Hold |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $4.32M | Sell |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $5.47M | Hold |
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|
2021
Q4 | $5.8M | Hold |
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|
2021
Q3 | $5.33M | Buy |
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|
2021
Q2 | $5.29M | Buy |
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|
2021
Q1 | $4.66M | Sell |
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|
2020
Q4 | $4.41M | Buy |
|