Sonoma Private 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 | $665K | Hold |
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|
2025
Q1 | $601K | Hold |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $585K | Hold |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $335K | Buy |
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