Patten & Patten’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 | $715K | Buy |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $360K | Sell |
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|
2021
Q4 | $422K | Sell |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $277K | Sell |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $267K | Buy |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $218K | Sell |
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|
2018
Q3 | $301K | Buy |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $253K | Sell |
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|
2017
Q3 | $238K | Buy |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $211K | Buy |
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