Vanguard Personalized Indexing Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Sell |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.72M | Hold |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.08M | Hold |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.88M | Hold |
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|
2020
Q4 | $1.77M | Hold |
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|
2020
Q3 | $1.55M | Buy |
|