ZWJ Investment Counsel’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 | $306K | Sell |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $556K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $439K | Hold |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $473K | Sell |
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|
2018
Q2 | $454K | Hold |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $455K | Buy |
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|
2017
Q3 | $424K | Hold |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $433K | Buy |
|