Norwood 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
2024
Q1
$574K Sell
2023
Q4
$528K Sell
2023
Q3
$492K Sell
2023
Q2
$521K Sell
2023
Q1
$555K Sell
2022
Q4
$523K Sell
2022
Q3
$499K Hold
2022
Q2
$525K Sell
2022
Q1
$692K Sell
2021
Q4
$765K Buy