West Branch Capital’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 | $324K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $275K | Sell |
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|
2019
Q3 | $276K | Buy |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $261K | Buy |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $278K | Buy |
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