Shufro Rose & Co’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 | $8.96M | Sell |
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|
2025
Q1 | $9.07M | Buy |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $4.18M | Hold |
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|
2024
Q2 | $4.18M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $820K | Buy |
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $705K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $391K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $89K | Buy |
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