Waldron Private Wealth’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 | $11.6M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $8.54M | Buy |
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|
2024
Q3 | $8.34M | Buy |
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|
2024
Q2 | $6.75M | Buy |
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|
2024
Q1 | $6.14M | Buy |
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|
2023
Q4 | $4.16M | Buy |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $4.99M | Sell |
|
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|
2022
Q4 | $5.87M | Hold |
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|
2022
Q3 | $5.87M | Buy |
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|
2022
Q2 | $5.54M | Buy |
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|
2022
Q1 | $6.1M | Buy |
|
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|
2021
Q4 | $5.44M | Buy |
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|
2021
Q3 | $4.99M | Sell |
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|
2021
Q2 | $5.08M | Buy |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $4.04M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $5.14M | Sell |
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|
2019
Q4 | $7.72M | Buy |
|
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|
2019
Q3 | $5.51M | Sell |
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|
2019
Q2 | $5.77M | Buy |
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|
2019
Q1 | $5.55M | Sell |
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|
2018
Q4 | $5.29M | Buy |
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|
2018
Q3 | $916K | Buy |
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|
2018
Q2 | $859K | Buy |
|
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|
2018
Q1 | $801K | Sell |
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|
2017
Q4 | $857K | Buy |
|
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|
2017
Q3 | $770K | Buy |
|
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|
2017
Q2 | $702K | Sell |
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|
2017
Q1 | $778K | Buy |
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|
2016
Q4 | $597K | Buy |
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|
2016
Q3 | $460K | Buy |
|
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|
2016
Q2 | $434K | Sell |
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|
2016
Q1 | $641K | Buy |
|
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|
2015
Q4 | $278K | Buy |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $287K | Buy |
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|
2014
Q4 | $220K | Buy |
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|
2014
Q3 | $208K | Hold |
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|
2014
Q2 | $210K | Buy |
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