Windsor Advisory Group’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 | $739K | Buy |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $495K | Buy |
|
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $359K | Buy |
|