SOA Wealth Advisors’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 | $641K | Sell |
|
|||||
|
2025
Q2 | $616K | Buy |
|
|||||
|
2025
Q1 | $547K | Buy |
|
|||||
|
2024
Q4 | $575K | Buy |
|
|||||
|
2024
Q3 | $559K | Buy |
|
|||||
|
2024
Q2 | $527K | Buy |
|
|||||
|
2024
Q1 | $502K | Sell |
|
|||||
|
2023
Q4 | $477K | Buy |
|
|||||
|
2023
Q3 | $390K | Buy |
|
|||||
|
2023
Q2 | $403K | Buy |
|
|||||
|
2023
Q1 | $372K | Buy |
|
|||||
|
2022
Q4 | $348K | Sell |
|
|||||
|
2022
Q3 | $387K | Buy |
|
|||||
|
2022
Q2 | $325K | Buy |
|
|||||
|
2022
Q1 | $343K | Buy |
|
|||||
|
2021
Q4 | $163K | Hold |
|
|||||
|
2021
Q3 | $150K | Sell |
|
|||||
|
2021
Q2 | $180K | Buy |
|
|||||
|
2021
Q1 | $127K | Hold |
|
|||||
|
2020
Q4 | $127K | Buy |
|