Pacific Capital Wealth 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 | $15M | Sell |
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|
2025
Q2 | $15.9M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $18.1M | Sell |
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|
2024
Q3 | $21.7M | Sell |
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|
2024
Q2 | $22.3M | Sell |
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|
2024
Q1 | $23.2M | Sell |
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|
2023
Q4 | $22M | Buy |
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|
2023
Q3 | $19.7M | Sell |
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|
2023
Q2 | $21.4M | Sell |
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|
2023
Q1 | $19.9M | Sell |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $21.3M | Sell |
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|
2022
Q2 | $24.3M | Sell |
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|
2022
Q1 | $29.4M | Buy |
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|
2021
Q4 | $30.9M | Buy |
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|
2021
Q3 | $23.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $12K | Buy |
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