Beverly Hills Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
1,832
| – | – | 0.1% | 160 |
|
|
2025
Q1 | $503K | Sell |
1,832
-21
| -1% | -$5.77K | 0.1% | 173 |
|
|
2024
Q4 | $537K | Hold |
1,853
| – | – | 0.11% | 163 |
|
|
2024
Q3 | $525K | Hold |
1,853
| – | – | 0.11% | 180 |
|
|
2024
Q2 | $496K | Hold |
1,853
| – | – | 0.11% | 188 |
|
|
2024
Q1 | $482K | Hold |
1,853
| – | – | 0.11% | 196 |
|
|
2023
Q4 | $440K | Hold |
1,853
| – | – | 0.11% | 192 |
|
|
2023
Q3 | $394K | Buy |
1,853
+7
| +0.4% | +$1.49K | 0.12% | 188 |
|
|
2023
Q2 | $411K | Buy |
+1,846
| New | +$411K | 0.07% | 256 |
|