Optimum Investment Advisors’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 | $384K | Hold |
|
|||||
|
2025
Q2 | $355K | Sell |
|
|||||
|
2025
Q1 | $823K | Buy |
|
|||||
|
2024
Q4 | $862K | Buy |
|
|||||
|
2024
Q3 | $617K | Hold |
|
|||||
|
2024
Q2 | $583K | Buy |
|
|||||
|
2024
Q1 | $559K | Hold |
|
|||||
|
2023
Q4 | $510K | Hold |
|
|||||
|
2023
Q3 | $457K | Sell |
|
|||||
|
2023
Q2 | $483K | Hold |
|
|||||
|
2023
Q1 | $447K | Hold |
|
|||||
|
2022
Q4 | $419K | Hold |
|
|||||
|
2022
Q3 | $393K | Hold |
|
|||||
|
2022
Q2 | $413K | Hold |
|
|||||
|
2022
Q1 | $499K | Hold |
|
|||||
|
2021
Q4 | $529K | Sell |
|
|||||
|
2021
Q3 | $487K | Hold |
|
|||||
|
2021
Q2 | $489K | Hold |
|
|||||
|
2021
Q1 | $453K | Hold |
|
|||||
|
2020
Q4 | $427K | Buy |
|
|||||
|
2020
Q3 | $373K | Hold |
|
|||||
|
2020
Q2 | $343K | Hold |
|
|||||
|
2020
Q1 | $283K | Sell |
|
|||||
|
2019
Q4 | $368K | Sell |
|
|||||
|
2019
Q3 | $465K | Buy |
|
|||||
|
2019
Q2 | $363K | Hold |
|
|||||
|
2019
Q1 | $350K | Hold |
|
|||||
|
2018
Q4 | $309K | Hold |
|
|||||
|
2018
Q3 | $362K | Hold |
|
|||||
|
2018
Q2 | $340K | Sell |
|
|||||
|
2018
Q1 | $330K | Hold |
|
|||||
|
2017
Q4 | $333K | Hold |
|
|||||
|
2017
Q3 | $314K | Hold |
|
|||||
|
2017
Q2 | $302K | Hold |
|
|||||
|
2017
Q1 | $295K | Buy |
|
|||||
|
2016
Q4 | $280K | Hold |
|
|||||
|
2016
Q3 | $270K | Hold |
|
|||||
|
2016
Q2 | $260K | Sell |
|
|||||
|
2016
Q1 | $361K | Buy |
|
|||||
|
2015
Q4 | $359K | Buy |
|
|||||
|
2015
Q1 | $145K | Buy |
|
|||||
|
2014
Q4 | $143K | Hold |
|
|||||
|
2014
Q3 | $141K | Buy |
|
|||||
|
2014
Q2 | $123K | Buy |
|
|||||
|
2014
Q1 | $11K | Hold |
|
|||||
|
2013
Q4 | $11K | Hold |
|
|||||
|
2013
Q3 | $10K | Buy |
|