TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $831K | Sell |
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|
2021
Q4 | $894K | Hold |
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|
2021
Q3 | $822K | Hold |
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|
2021
Q2 | $825K | Sell |
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|
2021
Q1 | $768K | Sell |
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|
2020
Q4 | $756K | Sell |
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|
2020
Q3 | $660K | Sell |
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|
2020
Q2 | $615K | Buy |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $646K | Buy |
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|
2019
Q2 | $503K | Buy |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $396K | Buy |
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