Shira Ridge Wealth Management’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 | $1.66M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $982K | Sell |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $803K | Buy |
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