Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.46M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.08K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $887K | Sell |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $687K | Buy |
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|
2019
Q4 | $870K | Buy |
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