Okabena 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
Q4 | $423K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $592K | Hold |
|
|||||
|
2024
Q2 | $559K | Sell |
|
|||||
|
2024
Q1 | $616K | Buy |
|
|||||
|
2023
Q4 | $467K | Hold |
|
|||||
|
2023
Q3 | $418K | Buy |
|
|||||
|
2023
Q2 | $416K | Sell |
|
|||||
|
2023
Q1 | $389K | Buy |
|
|||||
|
2022
Q4 | $303K | Sell |
|
|||||
|
2022
Q3 | $352K | Buy |
|
|||||
|
2022
Q2 | $327K | Hold |
|
|||||
|
2022
Q1 | $395K | Hold |
|
|||||
|
2021
Q4 | $419K | Buy |
|