Regent Peak Wealth 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
Q3 | $83.9M | Buy |
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|
2025
Q1 | $69.1M | Buy |
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|
2024
Q4 | $72.3M | Buy |
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|
2024
Q3 | $54M | Buy |
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|
2024
Q2 | $48.8M | Buy |
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|
2024
Q1 | $43.9M | Buy |
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|
2023
Q4 | $40M | Sell |
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|
2023
Q3 | $36.3M | Buy |
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|
2023
Q2 | $37M | Sell |
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|
2023
Q1 | $35.4M | Sell |
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|
2022
Q4 | $33.5M | Buy |
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|
2022
Q3 | $30M | Buy |
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|
2022
Q2 | $30.9M | Sell |
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|
2022
Q1 | $37.9M | Buy |
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|
2021
Q4 | $40M | Buy |
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|
2021
Q3 | $36M | Buy |
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|
2021
Q2 | $36.4M | Buy |
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|
2021
Q1 | $30.1M | Sell |
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|
2020
Q4 | $28.5M | Sell |
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|
2020
Q3 | $25.1M | Sell |
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|
2020
Q2 | $23.2M | Buy |
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|
2020
Q1 | $18.3M | Buy |
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|
2019
Q4 | $20.4M | Buy |
|