Schneider Downs Wealth Management 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
Q2 | $2.02M | Hold |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $2.45M | Hold |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.52M | Hold |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.26M | Hold |
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|
2022
Q2 | $2.38M | Hold |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $3.03M | Buy |
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|
2021
Q3 | $2.78M | Hold |
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|
2021
Q2 | $2.79M | Buy |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $236K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $352K | Buy |
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