Smallwood Wealth Investment 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 | $10.8M | Buy |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $7.05M | Sell |
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|
2024
Q4 | $7.63M | Sell |
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|
2024
Q3 | $7.74M | Sell |
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|
2024
Q2 | $7.31M | Sell |
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|
2024
Q1 | $7.59M | Sell |
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|
2023
Q4 | $6.93M | Sell |
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|
2023
Q3 | $6.38M | Sell |
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|
2023
Q2 | $6.7M | Buy |
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|
2023
Q1 | $6.17M | Sell |
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|
2022
Q4 | $5.79M | Sell |
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|
2022
Q3 | $5.61M | Buy |
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|
2022
Q2 | $4.13M | Sell |
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|
2022
Q1 | $5.02M | Sell |
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|
2021
Q4 | $5.45M | Buy |
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