National Wealth Management Group’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 | $4.2M | Buy |
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|
2025
Q2 | $3.43M | Buy |
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|
2025
Q1 | $3.06M | Buy |
|
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|
2024
Q4 | $3.23M | Sell |
|
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|
2024
Q3 | $3.28M | Buy |
|
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.77M | Sell |
|
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|
2023
Q4 | $2.56M | Buy |
|
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|
2023
Q3 | $2.16M | Sell |
|
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|
2023
Q2 | $2.31M | Sell |
|
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|
2023
Q1 | $2.48M | Buy |
|
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|
2022
Q4 | $2.09M | Sell |
|
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|
2022
Q3 | $2.1M | Buy |
|
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|
2022
Q2 | $2.02M | Sell |
|
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $2.76M | Buy |
|