WESPAC Advisors SoCal’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
Q1
Sell
2024
Q4
$261K Hold
2024
Q3
$255K Buy
2019
Q2
Sell
2019
Q1
$23K Buy
2018
Q2
Sell
2018
Q1
$88K Hold
2017
Q4
$89K Hold
2017
Q3
$84K Hold
2017
Q2
$81K Buy