Cedar Point Capital 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 | $903K | Sell |
2,972
-17
| -0.6% | -$5.17K | 0.64% | 34 |
|
2025
Q1 | $821K | Sell |
2,989
-77
| -3% | -$21.2K | 0.55% | 33 |
|
2024
Q4 | $889K | Sell |
3,066
-10
| -0.3% | -$2.9K | 0.6% | 32 |
|
2024
Q3 | $871K | Sell |
3,076
-192
| -6% | -$54.4K | 0.6% | 32 |
|
2024
Q2 | $874K | Sell |
3,268
-12
| -0.4% | -$3.21K | 0.65% | 30 |
|
2024
Q1 | $852K | Buy |
3,280
+140
| +4% | +$36.4K | 0.65% | 31 |
|
2023
Q4 | $745K | Buy |
+3,140
| New | +$745K | 0.62% | 30 |
|