TruWealth 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 | $110M | Sell |
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|
2025
Q2 | $109M | Sell |
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|
2025
Q1 | $132M | Sell |
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|
2024
Q4 | $154M | Sell |
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|
2024
Q3 | $152M | Buy |
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|
2024
Q2 | $141M | Buy |
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|
2024
Q1 | $135M | Buy |
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|
2023
Q4 | $121M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $101M | Buy |
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|
2023
Q1 | $91.6M | Sell |
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|
2022
Q4 | $86.4M | Buy |
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|
2022
Q3 | $79.4M | Buy |
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|
2022
Q2 | $80.3M | Buy |
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|
2022
Q1 | $88.5M | Buy |
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|
2021
Q4 | $86.8M | Buy |
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|
2021
Q3 | $77.5M | Buy |
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|
2021
Q2 | $75.9M | Buy |
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|
2021
Q1 | $68.8M | Buy |
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|
2020
Q4 | $60.2M | Buy |
|