Perigon Wealth 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 | $39.1M | Buy |
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|
2025
Q2 | $35.8M | Buy |
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|
2025
Q1 | $31.9M | Sell |
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|
2024
Q4 | $35.1M | Buy |
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|
2024
Q3 | $33.5M | Buy |
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|
2024
Q2 | $31.4M | Sell |
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|
2024
Q1 | $30.7M | Sell |
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|
2023
Q4 | $31.6M | Buy |
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|
2023
Q3 | $28.3M | Sell |
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|
2023
Q2 | $29.4M | Buy |
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|
2023
Q1 | $24.1M | Sell |
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $14.5M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $12.3M | Sell |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $6.54M | Buy |
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|
2020
Q2 | $4.38M | Buy |
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|
2020
Q1 | $3.41M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $803K | Sell |
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|
2019
Q1 | $865K | Buy |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $431K | Hold |
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|
2018
Q1 | $417K | Buy |
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|
2017
Q4 | $362K | Buy |
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|
2017
Q3 | $45K | Hold |
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|
2017
Q2 | $43K | Sell |
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|
2017
Q1 | $48K | Hold |
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|
2016
Q4 | $49K | Hold |
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|
2016
Q3 | $44K | Buy |
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