Ullmann Wealth Partners Group’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 | $1.71M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $721K | Buy |
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|
2024
Q4 | $739K | Buy |
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|
2024
Q3 | $699K | Buy |
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|
2024
Q2 | $660K | Hold |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $303K | Hold |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $241K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $216K | Buy |
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|
2017
Q2 | $52K | Buy |
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