CWP
CFM Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+724
| New | +$220K | 0.04% | 133 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$6K | – | 447 |
|
|
2020
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $5K | Sell |
40
-979
| -96% | -$122K | ﹤0.01% | 479 |
|
|
2019
Q4 | $172K | Buy |
+1,019
| New | +$172K | 0.06% | 159 |
|