Websterrogers Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Hold |
|
|||||
|
2025
Q2 | $585K | Sell |
|
|||||
|
2025
Q1 | $530K | Buy |
|
|||||
|
2024
Q4 | $310K | Buy |
|
|||||
|
2024
Q3 | $302K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $996K | Buy |
|
|||||
|
2022
Q4 | $932K | Buy |
|
|||||
|
2022
Q3 | $871K | Sell |
|
|||||
|
2022
Q2 | $1.12M | Sell |
|
|||||
|
2022
Q1 | $1.43M | Sell |
|
|||||
|
2021
Q4 | $1.52M | Buy |
|
|||||
|
2021
Q3 | $1.25M | Sell |
|
|||||
|
2021
Q2 | $1.26M | Sell |
|
|||||
|
2021
Q1 | $1.22M | Sell |
|
|||||
|
2020
Q4 | $1.2M | Buy |
|