Paragon Financial Partners’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
Q2 | $438K | Hold |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $764K | Hold |
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|
2024
Q1 | $742K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $537K | Buy |
|