Warner Financial’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 | $1.04M | Buy |
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|
2025
Q2 | $950K | Hold |
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|
2025
Q1 | $859K | Hold |
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|
2024
Q4 | $905K | Buy |
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|
2024
Q3 | $864K | Sell |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $296K | Buy |
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