Trinity Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Sell |
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|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $15M | Sell |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $9.8M | Buy |
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|
2023
Q3 | $6.86M | Buy |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $32M | Sell |
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|
2021
Q4 | $37M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $19.1M | Buy |
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