RKL Wealth Management’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 | $1.05M | Buy |
|
|||||
2025
Q1 | $294K | Sell |
|
|||||
2024
Q4 | $639K | Buy |
|
|||||
2024
Q3 | $401K | Hold |
|
|||||
2024
Q2 | $378K | Hold |
|
|||||
2024
Q1 | $367K | Buy |
|
|||||
2023
Q4 | $316K | Sell |
|
|||||
2023
Q3 | $324K | Buy |
|
|||||
2023
Q2 | $303K | Buy |
|
|||||
2023
Q1 | $247K | Buy |
|
|||||
2022
Q4 | $212K | Buy |
|
|||||
2022
Q3 | – | Sell |
|
|||||
2022
Q2 | $265K | Buy |
|
|||||
2022
Q1 | $319K | Buy |
|
|||||
2021
Q4 | $316K | Buy |
|
|||||
2021
Q3 | $291K | Buy |
|
|||||
2021
Q2 | $291K | Sell |
|
|||||
2021
Q1 | $279K | Sell |
|
|||||
2020
Q4 | $289K | Buy |
|
|||||
2020
Q2 | – | Sell |
|
|||||
2020
Q1 | $745K | Buy |
|