SlateStone Wealth’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 | $887K | Hold |
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|
2025
Q1 | $803K | Hold |
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|
2024
Q4 | $846K | Hold |
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|
2024
Q3 | $827K | Hold |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $756K | Hold |
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|
2023
Q4 | $690K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $453K | Hold |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $563K | Hold |
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|
2021
Q4 | $597K | Hold |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $2.72M | Sell |
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|
2019
Q3 | $2.55M | Sell |
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|
2019
Q2 | $2.56M | Sell |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $2.88M | Buy |
|