Prestige Wealth Management 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 | $344K | Hold |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $83.3K | Hold |
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|
2024
Q2 | $78.8K | Hold |
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|
2024
Q1 | $76.2K | Hold |
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|
2023
Q4 | $69.6K | Sell |
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|
2023
Q3 | $76.1K | Sell |
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|
2023
Q2 | $89.3K | Hold |
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|
2023
Q1 | $82.7K | Hold |
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|
2022
Q4 | $77.5K | Buy |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $110K | Sell |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $55K | Buy |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $79K | Sell |
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|
2018
Q4 | $74K | Buy |
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