WFA of San Diego’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 | $11M | Buy |
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|
2024
Q3 | $8.13M | Sell |
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|
2024
Q2 | $8.09M | Buy |
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|
2023
Q3 | $7.58M | Sell |
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|
2023
Q2 | $8.23M | Sell |
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|
2023
Q1 | $12.3M | Sell |
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|
2022
Q4 | $13.7M | Sell |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $14.5M | Sell |
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|
2022
Q1 | $17.7M | Sell |
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|
2021
Q4 | $19.6M | Sell |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $18.2M | Buy |
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|
2021
Q1 | $16.6M | Sell |
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|
2020
Q4 | $194 | Sell |
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|
2020
Q3 | $15.9M | Sell |
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|
2020
Q2 | $14.7M | Buy |
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