Tri-Star 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
Q3 | $276K | Sell |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $975K | Sell |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $754K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $888K | Buy |
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