Patten Group’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 | $552K | Buy |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $374K | Hold |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $431K | Sell |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.07M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.59M | Sell |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.59M | Buy |
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|
2017
Q3 | $1.49M | Sell |
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|
2017
Q2 | $1.68M | Sell |
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|
2017
Q1 | $2.01M | Buy |
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|
2016
Q4 | $1.96M | Buy |
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|
2016
Q3 | $363K | Buy |
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|
2016
Q2 | $348K | Buy |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $358K | Buy |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $261K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $21K | Buy |
|