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