Novare Capital Management’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
$522K Sell
2025
Q2
$485K Sell
2025
Q1
$450K Buy
2024
Q4
$438K Buy
2024
Q3
$376K Sell
2024
Q2
$378K Sell
2024
Q1
$378K Buy
2022
Q4
Sell
2022
Q3
$232K Sell
2022
Q2
$341K Buy
2022
Q1
$333K Buy
2019
Q3
Sell
2019
Q2
$286K Sell
2019
Q1
$296K Sell
2018
Q4
$274K Buy
2018
Q3
$321K Sell
2018
Q2
$301K Buy
2018
Q1
$227K Sell
2017
Q4
$246K Buy