Oakwell Private Wealth 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
Q2 | $150M | Buy |
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|
2025
Q1 | $121M | Buy |
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|
2024
Q4 | $122M | Buy |
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|
2024
Q3 | $111M | Sell |
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|
2024
Q2 | $114M | Buy |
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|
2024
Q1 | $104M | Buy |
|
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|
2023
Q4 | $87.5M | Buy |
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|
2023
Q3 | $72M | Buy |
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|
2023
Q2 | $70.9M | Buy |
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|
2023
Q1 | $57.8M | Buy |
|
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|
2022
Q4 | $52.4M | Buy |
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|
2022
Q3 | $46.8M | Sell |
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|
2022
Q2 | $50.3M | Buy |
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|
2022
Q1 | $57.3M | Buy |
|
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|
2021
Q4 | $57.6M | Buy |
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|
2021
Q3 | $50.9M | Buy |
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|
2021
Q2 | $30.1M | Buy |
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|
2021
Q1 | $22.2M | Buy |
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|
2020
Q4 | $19.3M | Buy |
|