Waddell & Associates’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 | $562K | Buy |
|
|||||
|
2025
Q1 | $488K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $572K | Hold |
|
|||||
|
2023
Q2 | $593K | Hold |
|
|||||
|
2023
Q1 | $549K | Buy |
|
|||||
|
2022
Q4 | $514K | Buy |
|
|||||
|
2022
Q3 | $480K | Hold |
|
|||||
|
2022
Q2 | $505K | Buy |
|
|||||
|
2022
Q1 | $609K | Sell |
|
|||||
|
2021
Q4 | $650K | Buy |
|
|||||
|
2021
Q3 | $594K | Hold |
|
|||||
|
2021
Q2 | $596 | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $354K | Hold |
|
|||||
|
2020
Q2 | $325K | Buy |
|