TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
9,387
-48
| -0.5% | -$16.1K | 0.82% | 22 |
|
|
2025
Q4 | $3.16M | Sell |
9,435
-41
| -0.4% | -$13.6K | 0.82% | 23 |
|
|
2025
Q3 | $3.11M | Sell |
9,476
-20
| -0.2% | -$6.32K | 0.81% | 25 |
|
|
2025
Q2 | $2.89M | Buy |
9,496
+89
| +0.9% | +$25K | 0.87% | 27 |
|
|
2025
Q1 | $2.59M | Sell |
9,407
-84
| -0.9% | -$24.4K | 0.91% | 22 |
|
|
2024
Q4 | $2.75M | Buy |
9,491
+59
| +0.6% | +$17.2K | 0.93% | 21 |
|
|
2024
Q3 | $2.67M | Buy |
9,432
+2
| +0% | +$546 | 0.89% | 25 |
|
|
2024
Q2 | $2.52M | Buy |
9,430
+25
| +0.3% | +$6.47K | 0.97% | 27 |
|
|
2024
Q1 | $2.44M | Buy |
9,405
+10
| +0.1% | +$2.47K | 1.01% | 25 |
|
|
2023
Q4 | $2.23M | Buy |
9,395
+1
| +0% | +$221 | 1.06% | 28 |
|
|
2023
Q3 | $2M | Sell |
9,394
-13
| -0.1% | -$2.88K | 1.02% | 27 |
|
|
2023
Q2 | $2.07M | Hold |
9,407
| – | – | 0.95% | 25 |
|
|
2023
Q1 | $1.92M | Buy |
9,407
+72
| +0.8% | +$14.4K | 0.96% | 29 |
|
|
2022
Q4 | $1.78M | Buy |
9,335
+137
| +1% | +$26.4K | 0.99% | 27 |
|
|
2022
Q3 | $1.65M | Sell |
9,198
-194
| -2% | -$38.7K | 0.91% | 35 |
|
|
2022
Q2 | $1.77M | Buy |
9,392
+10
| +0.1% | +$2.06K | 1.26% | 22 |
|
|
2022
Q1 | $2.14M | Sell |
9,382
-70
| -0.7% | -$15.7K | 1.11% | 20 |
|
|
2021
Q4 | $2.28M | Buy |
9,452
+2
| +0% | +$472 | 1.13% | 20 |
|
|
2021
Q3 | $2.1M | Sell |
9,450
-58
| -0.6% | -$13.2K | 1.14% | 16 |
|
|
2021
Q2 | $2.15M | Sell |
9,508
-52
| -0.5% | -$11.3K | 1.11% | 16 |
|
|
2021
Q1 | $1.98M | Buy |
9,560
+2,353
| +33% | +$476K | 1.14% | 24 |
|
|
2020
Q4 | $1.4M | Buy |
+7,207
| New | +$1.32M | 0.82% | 44 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
