Wescott Financial Advisory 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 | $5.01M | Buy |
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|
2025
Q1 | $1.2M | Buy |
|
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|
2024
Q4 | $1.26M | Sell |
|
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.22M | Sell |
|
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|
2024
Q1 | $1.24M | Sell |
|
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|
2023
Q4 | $1.35M | Buy |
|
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|
2023
Q3 | $926K | Buy |
|
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|
2023
Q2 | $955K | Sell |
|
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|
2023
Q1 | $1.24M | Sell |
|
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|
2022
Q4 | $1.33M | Buy |
|
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|
2022
Q3 | $1.05M | Buy |
|
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|
2022
Q2 | $1.1M | Buy |
|
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|
2022
Q1 | $1.29M | Buy |
|
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $269K | Buy |
|