Tobias Financial 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
Q2 | $689K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Buy |
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