Wellspring 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
Q2 | $59.1M | Buy |
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|
2025
Q1 | $53.3M | Sell |
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|
2024
Q4 | $58.7M | Buy |
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|
2024
Q3 | $56.6M | Sell |
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|
2024
Q2 | $54.1M | Buy |
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|
2024
Q1 | $51.6M | Buy |
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|
2023
Q4 | $45.9M | Sell |
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|
2023
Q3 | $41.9M | Sell |
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|
2023
Q2 | $43.7M | Sell |
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|
2023
Q1 | $42.8M | Sell |
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|
2022
Q4 | $41.6M | Sell |
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|
2022
Q3 | $40.8M | Sell |
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|
2022
Q2 | $43.1M | Sell |
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|
2022
Q1 | $52.4M | Buy |
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|
2021
Q4 | $55.1M | Sell |
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|
2021
Q3 | $51.8M | Buy |
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|
2021
Q2 | $46.3M | Sell |
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|
2021
Q1 | $37.7M | Buy |
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|
2020
Q4 | $42.2M | Sell |
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|
2020
Q3 | $38.6M | Sell |
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|
2020
Q2 | $35.7M | Sell |
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|
2020
Q1 | $37.7M | Buy |
|