Wellington Shields Capital Management’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 | $164K | Hold |
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|
2025
Q2 | $152K | Hold |
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|
2025
Q1 | $137K | Hold |
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|
2024
Q4 | $145K | Hold |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $179K | Hold |
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|
2022
Q2 | $189K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $207K | Buy |
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