Schechter Investment 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
Q1 | $8.04M | Buy |
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|
2024
Q4 | $7.04M | Buy |
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|
2024
Q3 | $5.93M | Buy |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.44M | Buy |
|