Valley Wealth Managers’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
Q2 | $33.4K | Hold |
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|
2025
Q1 | $30.2K | Hold |
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|
2024
Q4 | $31.9K | Hold |
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|
2024
Q3 | $31.1K | Hold |
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|
2024
Q2 | $29.4K | Hold |
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|
2024
Q1 | $28.6K | Sell |
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|
2023
Q4 | $34.4K | Hold |
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|
2023
Q3 | $30.8K | Sell |
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|
2023
Q2 | $70.5K | Hold |
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|
2023
Q1 | $65.3K | Sell |
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|
2022
Q4 | $65K | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $64K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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