Sterling Investment Advisors (Pennsylvania)’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 | $848K | Buy |
|
|||||
|
2025
Q1 | $744K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $109K | Buy |
|
|||||
|
2022
Q1 | $110K | Sell |
|
|||||
|
2021
Q4 | $147K | Buy |
|
|||||
|
2021
Q3 | $126K | Buy |
|
|||||
|
2021
Q2 | $37K | Hold |
|
|||||
|
2021
Q1 | $34K | Hold |
|
|||||
|
2020
Q4 | $32K | Hold |
|
|||||
|
2020
Q3 | $28K | Hold |
|
|||||
|
2020
Q2 | $25K | Hold |
|
|||||
|
2020
Q1 | $21K | Buy |
|
|||||
|
2019
Q4 | $20K | Sell |
|
|||||
|
2019
Q3 | $19K | Hold |
|
|||||
|
2019
Q2 | $19K | Hold |
|
|||||
|
2019
Q1 | $18K | Hold |
|
|||||
|
2018
Q4 | $15K | Sell |
|
|||||
|
2018
Q3 | $19K | Hold |
|
|||||
|
2018
Q2 | $17K | Hold |
|
|||||
|
2018
Q1 | $17K | Hold |
|
|||||
|
2017
Q4 | $17K | Hold |
|
|||||
|
2017
Q3 | $16K | Hold |
|
|||||
|
2017
Q2 | $16K | Hold |
|
|||||
|
2017
Q1 | $15K | Hold |
|
|||||
|
2016
Q4 | $15K | Buy |
|