Wells Trecaso Financial 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
Q2 | $3.25M | Buy |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $2.39M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $368K | Hold |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $314K | Buy |
|