YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $249K | Sell |
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|
2020
Q4 | $256K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $103K | Sell |
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|
2019
Q1 | $174K | Sell |
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|
2018
Q4 | $165K | Buy |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $134K | Buy |
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|
2018
Q1 | $130K | Hold |
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|
2017
Q4 | $129K | Sell |
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|
2017
Q3 | $127K | Sell |
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|
2017
Q2 | $145K | Buy |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $84K | Buy |
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