West 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
Q3 | $5.48M | Sell |
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|
2025
Q2 | $5.11M | Sell |
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|
2025
Q1 | $5.03M | Sell |
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|
2024
Q4 | $5.41M | Sell |
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|
2024
Q3 | $5.52M | Sell |
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|
2024
Q2 | $5.39M | Sell |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $4.91M | Sell |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.32M | Sell |
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|
2022
Q3 | $4.17M | Buy |
|