Wealth Dimensions Group’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 | $1.58M | Buy |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $823K | Hold |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $776K | Buy |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $631K | Sell |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $538K | Buy |
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