Wolff Financial Management’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 | $400K | Buy |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $830K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $910K | Buy |
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|
2020
Q3 | $746K | Buy |
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|
2020
Q2 | $679K | Sell |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $704K | Sell |
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|
2019
Q3 | $687K | Sell |
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|
2019
Q2 | $689K | Buy |
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|
2019
Q1 | $660K | Buy |
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|
2018
Q4 | $566K | Buy |
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