Sovereign Financial Group’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 | $1.91M | Buy |
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|
2025
Q2 | $899K | Buy |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $916K | Buy |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $315K | Buy |
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