Trail Ridge Investment 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 | – | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $7.4M | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $335K | Buy |
|