Sovereign Investment 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 | $10.2M | Buy |
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|
2025
Q2 | $9.4M | Buy |
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|
2025
Q1 | $7.94M | Sell |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $8.68M | Buy |
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|
2024
Q2 | $7.22M | Sell |
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|
2024
Q1 | $7.94M | Buy |
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|
2023
Q4 | $7.22M | Buy |
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|
2023
Q3 | $6.44M | Buy |
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|
2023
Q2 | $6.58M | Buy |
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|
2023
Q1 | $6.07M | Sell |
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|
2022
Q4 | $6.3M | Buy |
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|
2022
Q3 | $5.88M | Buy |
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|
2022
Q2 | $6.16M | Buy |
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|
2022
Q1 | $7.41M | Sell |
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|
2021
Q4 | $8.37M | Sell |
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|
2021
Q3 | $8.66M | Buy |
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|
2021
Q2 | $8.67M | Buy |
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|
2021
Q1 | $8.02M | Buy |
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|
2020
Q4 | $5.96M | Buy |
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|
2020
Q3 | $5.17M | Buy |
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|
2020
Q2 | $4.73M | Buy |
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|
2020
Q1 | $3.88M | Hold |
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|
2019
Q4 | $4.92M | Buy |
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