SimpliFi Inc’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 | $1.46M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $823K | Hold |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $351K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $671K | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $571K | Buy |
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