Wellington Shields & Co’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
Q2 | $131K | Sell |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $280K | Buy |
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