Sax 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 | $13.2M | Sell |
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|
2025
Q2 | $12.3M | Buy |
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|
2025
Q1 | $8.43M | Buy |
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|
2024
Q4 | $7.94M | Buy |
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|
2024
Q3 | $6.24M | Buy |
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|
2024
Q2 | $5.42M | Buy |
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|
2024
Q1 | $4.94M | Buy |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.7M | Buy |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.54M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $2.3M | Buy |
|