Core Wealth 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 | $320K | Hold |
1,053
| – | – | 0.16% | 116 |
|
|
2025
Q1 | $289K | Sell |
1,053
-46
| -4% | -$12.6K | 0.17% | 123 |
|
|
2024
Q4 | $318K | Buy |
1,099
+43
| +4% | +$12.5K | 0.18% | 116 |
|
|
2024
Q3 | $299K | Hold |
1,056
| – | – | 0.18% | 114 |
|
|
2024
Q2 | $283K | Buy |
1,056
+3
| +0.3% | +$803 | 0.19% | 106 |
|
|
2024
Q1 | $274K | Sell |
1,053
-43
| -4% | -$11.2K | 0.21% | 100 |
|
|
2023
Q4 | $260K | Buy |
+1,096
| New | +$260K | 0.21% | 87 |
|
|
2023
Q3 | – | Sell |
-1,138
| Closed | -$251K | – | 115 |
|
|
2023
Q2 | $251K | Buy |
1,138
+7
| +0.6% | +$1.54K | 0.23% | 82 |
|
|
2023
Q1 | $231K | Buy |
+1,131
| New | +$231K | 0.23% | 79 |
|