Cherry Tree Wealth Management’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 | $3.91M | Sell |
12,856
-211
| -2% | -$64.1K | 0.91% | 34 |
|
|
2025
Q1 | $3.59M | Buy |
13,067
+264
| +2% | +$72.6K | 0.87% | 34 |
|
|
2024
Q4 | $3.71M | Sell |
12,803
-845
| -6% | -$245K | 0.92% | 33 |
|
|
2024
Q3 | $3.86M | Buy |
13,648
+92
| +0.7% | +$26.1K | 0.92% | 31 |
|
|
2024
Q2 | $3.63M | Sell |
13,556
-136
| -1% | -$36.4K | 0.91% | 33 |
|
|
2024
Q1 | $3.56M | Sell |
13,692
-71
| -0.5% | -$18.5K | 0.9% | 30 |
|
|
2023
Q4 | $3.26M | Buy |
13,763
+741
| +6% | +$176K | 0.87% | 29 |
|
|
2023
Q3 | $2.77M | Buy |
13,022
+2
| +0% | +$425 | 0.81% | 28 |
|
|
2023
Q2 | $2.87M | Buy |
+13,020
| New | +$2.87M | 0.84% | 28 |
|