Southland Equity Partners’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 | $820K | Sell |
|
|||||
|
2025
Q2 | $766K | Sell |
|
|||||
|
2025
Q1 | $723K | Buy |
|
|||||
|
2024
Q4 | $665K | Sell |
|
|||||
|
2024
Q3 | $719K | Buy |
|
|||||
|
2024
Q2 | $678K | Sell |
|
|||||
|
2024
Q1 | $660K | Buy |
|
|||||
|
2023
Q4 | $602K | Buy |
|
|||||
|
2023
Q3 | $539K | Hold |
|
|||||
|
2023
Q2 | $559K | Sell |
|
|||||
|
2023
Q1 | $549K | Buy |
|
|||||
|
2022
Q4 | $514K | Sell |
|
|||||
|
2022
Q3 | $485K | Sell |
|
|||||
|
2022
Q2 | $531K | Sell |
|
|||||
|
2022
Q1 | $656K | Sell |
|
|||||
|
2021
Q4 | $752K | Sell |
|
|||||
|
2021
Q3 | $697K | Buy |
|
|||||
|
2021
Q2 | $662K | Hold |
|
|||||
|
2021
Q1 | $614K | Sell |
|
|||||
|
2020
Q4 | $583K | Buy |
|