WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $949K | Hold |
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|
2020
Q2 | $872K | Sell |
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|
2020
Q1 | $856K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $388K | Sell |
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|
2018
Q4 | $536K | Buy |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.68M | Sell |
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|
2017
Q3 | $3.34M | Sell |
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|
2017
Q2 | $3.3M | Sell |
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|
2017
Q1 | $3.39M | Buy |
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|
2016
Q4 | $3.2M | Sell |
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|
2016
Q3 | $3.48M | Sell |
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|
2016
Q2 | $3.39M | Buy |
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|
2016
Q1 | $3.12M | Buy |
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