Oak Harvest Investment Services’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 | $567K | Buy |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $222K | Buy |
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