Sharkey, Howes & Javer’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 | $2M | Hold |
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|
2025
Q2 | $1.85M | Hold |
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|
2025
Q1 | $1.67M | Buy |
|
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|
2024
Q4 | $1.72M | Buy |
|
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|
2024
Q3 | $1.47M | Hold |
|
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.34M | Sell |
|
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|
2023
Q4 | $4.38M | Buy |
|
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $4.07M | Buy |
|
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q2 | $585K | Hold |
|
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|
2022
Q1 | $706K | Hold |
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|
2021
Q4 | $748K | Hold |
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|
2021
Q3 | $688K | Hold |
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|
2021
Q2 | $691K | Hold |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $603K | Hold |
|
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|
2020
Q3 | $528K | Hold |
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|
2020
Q2 | $485K | Hold |
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|
2020
Q1 | $400K | Buy |
|
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|
2019
Q4 | $425K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $390K | Hold |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $224K | Buy |
|