Triangle Securities 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 | $449K | Hold |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $760K | Hold |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $753K | Buy |
|