TRIA
Trail Ridge Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-866
| Closed | -$238K | – | 107 |
|
|
2025
Q1 | $238K | Sell |
866
-11,939
| -93% | -$3.28M | 0.12% | 92 |
|
|
2024
Q4 | $3.71M | Buy |
12,805
+504
| +4% | +$146K | 1.76% | 15 |
|
|
2024
Q3 | $3.51M | Sell |
12,301
-15,379
| -56% | -$4.38M | 1.67% | 16 |
|
|
2024
Q2 | $7.4M | Buy |
27,680
+24,909
| +899% | +$6.66M | 3.83% | 6 |
|
|
2024
Q1 | $720K | Buy |
2,771
+614
| +28% | +$160K | 0.41% | 53 |
|
|
2023
Q4 | $512K | Sell |
2,157
-3
| -0.1% | -$712 | 0.31% | 63 |
|
|
2023
Q3 | $459K | Buy |
2,160
+336
| +18% | +$71.4K | 0.31% | 67 |
|
|
2023
Q2 | $402K | Buy |
+1,824
| New | +$402K | 0.25% | 83 |
|
|
2022
Q3 | – | Sell |
-1,762
| Closed | -$332K | – | 144 |
|
|
2022
Q2 | $332K | Buy |
1,762
+292
| +20% | +$55K | 0.23% | 110 |
|
|
2022
Q1 | $335K | Buy |
+1,470
| New | +$335K | 0.21% | 113 |
|