Trellis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $77.9M | Buy |
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|
2023
Q2 | $79.6M | Buy |
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|
2023
Q1 | $73.5M | Buy |
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|
2022
Q4 | $68.2M | Buy |
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|
2022
Q3 | $61.4M | Sell |
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|
2022
Q2 | $65M | Sell |
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|
2022
Q1 | $79.4M | Sell |
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|
2021
Q4 | $85.1M | Sell |
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|
2021
Q3 | $79M | Buy |
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|
2021
Q2 | $78.1M | Buy |
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|
2021
Q1 | $72.4M | Buy |
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|
2020
Q4 | $68M | Sell |
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|
2020
Q3 | $59.7M | Sell |
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|
2020
Q2 | $55.5M | Sell |
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|
2020
Q1 | $45.7M | Sell |
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|
2019
Q4 | $59.4M | Sell |
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|
2019
Q3 | $55.9M | Buy |
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|
2019
Q2 | $55.2M | Buy |
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|
2019
Q1 | $53.1M | Buy |
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|
2018
Q4 | $46.3M | Sell |
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|
2018
Q3 | $57.5M | Sell |
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|
2018
Q2 | $54.2M | Buy |
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|
2018
Q1 | $51.4M | Sell |
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|
2017
Q4 | $52.5M | Buy |
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