Soundmark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $692K | Buy |
|
|||||
|
2023
Q4 | $623K | Sell |
|
|||||
|
2023
Q3 | $785K | Buy |
|
|||||
|
2023
Q2 | $604K | Buy |
|
|||||
|
2023
Q1 | $558K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $358K | Buy |
|
|||||
|
2022
Q2 | $329K | Sell |
|
|||||
|
2022
Q1 | $1.26M | Buy |
|
|||||
|
2021
Q4 | $1.27M | Sell |
|
|||||
|
2021
Q3 | $1.41M | Buy |
|
|||||
|
2021
Q2 | $1.41M | Sell |
|
|||||
|
2021
Q1 | $1.32M | Sell |
|
|||||
|
2020
Q4 | $1.25M | Buy |
|