Paragon 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
$299K Sell
2025
Q2
$500K Buy
2025
Q1
$395K Sell
2024
Q4
$540K Buy
2024
Q3
$342K Sell
2024
Q2
$332K Buy
2024
Q1
$238K Sell
2023
Q4
$252K Sell
2023
Q3
$347K Buy
2022
Q4
Sell
2022
Q3
$3.17M Sell
2022
Q2
$3.65M Sell
2022
Q1
$7.08M Buy
2020
Q3
Sell
2020
Q2
$260K Buy