Curated Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $593K | Hold |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $776K | Buy |
|