Trevian Wealth Management’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 | $5.96M | Buy |
|
|||||
|
2025
Q2 | $5.51M | Sell |
|
|||||
|
2025
Q1 | $5.59M | Buy |
|
|||||
|
2024
Q4 | $5.84M | Buy |
|
|||||
|
2024
Q3 | $5.02M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $4.39M | Buy |
|
|||||
|
2023
Q4 | $3.57M | Sell |
|
|||||
|
2023
Q3 | $3.56M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $2.82M | Sell |
|
|||||
|
2022
Q4 | $18.6M | Buy |
|
|||||
|
2022
Q3 | $1.51M | Buy |
|
|||||
|
2022
Q2 | $1.59M | Buy |
|
|||||
|
2022
Q1 | $1.75M | Buy |
|
|||||
|
2021
Q4 | $1.73M | Buy |
|