Trinity 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 | $2.43M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $962K | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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