Trek 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 | $6.19M | Buy |
|
|||||
|
2025
Q2 | $5.61M | Sell |
|
|||||
|
2025
Q1 | $5.63M | Sell |
|
|||||
|
2024
Q4 | $8.32M | Sell |
|
|||||
|
2024
Q3 | $8.14M | Sell |
|
|||||
|
2024
Q2 | $7.85M | Buy |
|
|||||
|
2024
Q1 | $7.43M | Buy |
|
|||||
|
2023
Q4 | $6.48M | Buy |
|
|||||
|
2023
Q3 | $5.62M | Sell |
|
|||||
|
2023
Q2 | $5.96M | Buy |
|
|||||
|
2023
Q1 | $4.22M | Buy |
|
|||||
|
2022
Q4 | $2.01M | Buy |
|
|||||
|
2022
Q3 | $1.35M | Buy |
|
|||||
|
2022
Q2 | $917K | Buy |
|
|||||
|
2022
Q1 | $300K | Sell |
|
|||||
|
2021
Q4 | $321K | Buy |
|
|||||
|
2021
Q3 | $293K | Buy |
|
|||||
|
2021
Q2 | $229K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $229K | Sell |
|
|||||
|
2020
Q3 | $243K | Buy |
|
|||||
|
2020
Q2 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $373K | Sell |
|
|||||
|
2019
Q3 | $772K | Buy |
|
|||||
|
2019
Q2 | $387K | Sell |
|
|||||
|
2019
Q1 | $416K | Buy |
|
|||||
|
2018
Q4 | $297K | Buy |
|