Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.31M | Hold |
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|
2024
Q2 | $3.12M | Sell |
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|
2024
Q1 | $3.18M | Buy |
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|
2023
Q4 | $2.76M | Hold |
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|
2023
Q3 | $2.47M | Hold |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.42M | Hold |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $2.02M | Hold |
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|
2022
Q2 | $2.12M | Hold |
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|
2022
Q1 | $2.56M | Hold |
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|
2021
Q4 | $2.72M | Buy |
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