Petra Financial Advisors’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 | $744K | Buy |
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|
2025
Q1 | $659K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $483K | Hold |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $439K | Buy |
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