Copperwynd Financial’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 | $295K | Sell |
972
-16,776
| -95% | -$5.1M | 0.07% | 122 |
|
|
2025
Q1 | $4.88M | Sell |
17,748
-394
| -2% | -$108K | 1.35% | 14 |
|
|
2024
Q4 | $5.26M | Sell |
18,142
-1,242
| -6% | -$360K | 1.45% | 15 |
|
|
2024
Q3 | $5.49M | Sell |
19,384
-423
| -2% | -$120K | 1.65% | 12 |
|
|
2024
Q2 | $5.4M | Buy |
19,807
+1,766
| +10% | +$481K | 1.76% | 12 |
|
|
2024
Q1 | $4.69M | Sell |
18,041
-588
| -3% | -$153K | 1.69% | 13 |
|
|
2023
Q4 | $4.42M | Buy |
+18,629
| New | +$4.42M | 1.76% | 12 |
|
|
2021
Q3 | – | Sell |
-2,633
| Closed | -$587K | – | 127 |
|
|
2021
Q2 | $587K | Buy |
+2,633
| New | +$587K | 0.25% | 76 |
|