Peak Financial Management’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 | $31.3M | Sell |
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|
2025
Q2 | $29.9M | Sell |
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|
2025
Q1 | $27.4M | Sell |
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|
2024
Q4 | $29.3M | Sell |
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|
2024
Q3 | $28.8M | Sell |
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|
2024
Q2 | $27.4M | Sell |
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|
2024
Q1 | $26.8M | Sell |
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|
2023
Q4 | $24.6M | Sell |
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|
2023
Q3 | $22.3M | Sell |
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|
2023
Q2 | $23.2M | Sell |
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|
2023
Q1 | $21.9M | Sell |
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|
2022
Q4 | $20.6M | Sell |
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|
2022
Q3 | $20.2M | Sell |
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|
2022
Q2 | $21.7M | Sell |
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|
2022
Q1 | $26.4M | Sell |
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|
2021
Q4 | $28.5M | Sell |
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|
2021
Q3 | $27.2M | Sell |
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|
2021
Q2 | $27.4M | Sell |
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|
2021
Q1 | $25.8M | Sell |
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|
2020
Q4 | $25.2M | Sell |
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|
2020
Q3 | $22.2M | Sell |
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|
2020
Q2 | $20.5M | Sell |
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|
2020
Q1 | $17.6M | Sell |
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|
2019
Q4 | $23.4M | Sell |
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|
2019
Q3 | $22M | Buy |
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|
2019
Q2 | $21.8M | Sell |
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|
2019
Q1 | $21.3M | Sell |
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|
2018
Q4 | $19.2M | Sell |
|
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|
2018
Q3 | $22.6M | Sell |
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|
2018
Q2 | $21.6M | Sell |
|
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|
2018
Q1 | $21.2M | Sell |
|
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|
2017
Q4 | $25.3M | Sell |
|
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|
2017
Q3 | $25M | Sell |
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|
2017
Q2 | $25.1M | Sell |
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|
2017
Q1 | $25.5M | Sell |
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|
2016
Q4 | $24.4M | Sell |
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|
2016
Q3 | $27.1M | Sell |
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|
2016
Q2 | $26.5M | Buy |
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|
2015
Q4 | $28.4M | Buy |
|