Widmann Financial Services’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 | $257K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $240K | Hold |
|
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $255K | Hold |
|
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $328K | Buy |
|