Steward 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
2023
Q3
$301K Buy
2023
Q2
$242K Buy
2022
Q4
Sell
2022
Q3
$208K Buy
2022
Q2
$207K Hold
2022
Q1
$250K Hold
2021
Q4
$265K Buy