O'Connor Financial 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 | $896K | Sell |
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|
2025
Q2 | $853K | Buy |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $1.02M | Sell |
|
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|
2024
Q3 | $1.25M | Sell |
|
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.34M | Buy |
|