Safeguard Investment Advisory Group’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 | $665K | Buy |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $263K | Buy |
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