Whitaker-Myers Wealth Managers’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 | $550K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $618K | Buy |
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