Rise 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 | $219K | Buy |
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|
2025
Q2 | $203K | Hold |
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|
2025
Q1 | $183K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $128K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $129K | Buy |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $164K | Buy |
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