Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $706K | Hold |
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|
2025
Q2 | $653K | Hold |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $82.8K | Hold |
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|
2023
Q3 | $74.1K | Hold |
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|
2023
Q2 | $76.9K | Sell |
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|
2023
Q1 | $71.6K | Buy |
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|
2022
Q4 | $66.7K | Hold |
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|
2022
Q3 | $63K | Hold |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $51K | Sell |
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|
2019
Q1 | $76K | Sell |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $54K | Buy |
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