Schwarz Dygos Wheeler 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
Q2 | $670K | Sell |
|
|||||
|
2025
Q1 | $624K | Hold |
|
|||||
|
2024
Q4 | $658K | Hold |
|
|||||
|
2024
Q3 | $642K | Sell |
|
|||||
|
2024
Q2 | $800K | Buy |
|
|||||
|
2024
Q1 | $454K | Hold |
|
|||||
|
2023
Q4 | $415K | Sell |
|
|||||
|
2023
Q3 | $376K | Hold |
|
|||||
|
2023
Q2 | $389K | Hold |
|
|||||
|
2023
Q1 | $361K | Sell |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $298K | Buy |
|
|||||
|
2022
Q2 | $254K | Hold |
|
|||||
|
2022
Q1 | $306K | Buy |
|