Cascade Financial Partners’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 | $15.4M | Sell |
50,663
-4,270
| -8% | -$1.3M | 1.85% | 9 |
|
|
2025
Q1 | $15.1M | Sell |
54,933
-8,428
| -13% | -$2.32M | 1.9% | 7 |
|
|
2024
Q4 | $18.4M | Buy |
63,361
+433
| +0.7% | +$125K | 2.39% | 7 |
|
|
2024
Q3 | $18.1M | Sell |
62,928
-2,136
| -3% | -$614K | 2.27% | 7 |
|
|
2024
Q2 | $17.4M | Sell |
65,064
-7,478
| -10% | -$2M | 2.29% | 7 |
|
|
2024
Q1 | $18.4M | Buy |
+72,542
| New | +$18.4M | 2.64% | 7 |
|