Tompkins Financial’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 | $2.38M | Hold |
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|
2025
Q2 | $2.2M | Hold |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.21M | Hold |
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|
2023
Q1 | $1.12M | Hold |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $34K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $45K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $2K | Buy |
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