Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $21.6M | Buy |
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|
2023
Q1 | $19.7M | Buy |
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|
2022
Q4 | $18M | Sell |
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|
2022
Q3 | $18.5M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $13.4M | Sell |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $9.02M | Buy |
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|
2020
Q2 | $6.69M | Sell |
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|
2020
Q1 | $5.68M | Buy |
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|
2019
Q4 | $3.7M | Buy |
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|
2019
Q3 | $1.53M | Buy |
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|
2019
Q2 | $703K | Hold |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $595K | Hold |
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|
2018
Q3 | $698K | Buy |
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|
2018
Q2 | $607K | Hold |
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|
2018
Q1 | $586K | Hold |
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|
2017
Q4 | $593K | Hold |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $543K | Hold |
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|
2017
Q1 | $529K | Buy |
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|
2016
Q4 | $27K | Hold |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $25K | Buy |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $23K | Hold |
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $25K | Buy |
|