Private Wealth Partners’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 | $4.71M | Sell |
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|
2025
Q2 | $4.48M | Sell |
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|
2025
Q1 | $4.23M | Sell |
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|
2024
Q4 | $4.47M | Hold |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $4.28M | Sell |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.57M | Buy |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.58M | Hold |
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|
2022
Q1 | $3.11M | Buy |
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|
2021
Q4 | $2.93M | Hold |
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|
2021
Q3 | $2.69M | Hold |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $2.42M | Sell |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $2.13M | Sell |
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|
2020
Q1 | $1.76M | Buy |
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|
2019
Q4 | $2.23M | Hold |
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|
2019
Q3 | $2.05M | Buy |
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|
2019
Q2 | $1.94M | Hold |
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|
2019
Q1 | $1.87M | Buy |
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