Stonebridge Financial Planning 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 | $271K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $199K | Hold |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $184K | Hold |
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|
2020
Q3 | $168K | Hold |
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|
2020
Q2 | $149K | Hold |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $155K | Buy |
|