Curated 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 | $1.27M | Buy |
4,188
+400
| +11% | +$122K | 0.15% | 42 |
|
|
2025
Q1 | $1.04M | Buy |
3,788
+14
| +0.4% | +$3.85K | 0.13% | 50 |
|
|
2024
Q4 | $1.09M | Buy |
3,774
+1,352
| +56% | +$392K | 0.12% | 47 |
|
|
2024
Q3 | $686K | Sell |
2,422
-420
| -15% | -$119K | 0.09% | 68 |
|
|
2024
Q2 | $760K | Buy |
+2,842
| New | +$760K | 0.11% | 61 |
|
|
2024
Q1 | – | Sell |
-2,552
| Closed | -$605K | – | 141 |
|
|
2023
Q4 | $605K | Sell |
2,552
-450
| -15% | -$107K | 0.1% | 79 |
|
|
2023
Q3 | $638K | Hold |
3,002
| – | – | 0.12% | 62 |
|
|
2023
Q2 | $661K | Hold |
3,002
| – | – | 0.13% | 57 |
|
|
2023
Q1 | $613K | Sell |
3,002
-100
| -3% | -$20.4K | 0.14% | 56 |
|
|
2022
Q4 | $593K | Hold |
3,102
| – | – | 0.14% | 54 |
|
|
2022
Q3 | $556K | Sell |
3,102
-1,015
| -25% | -$182K | 0.16% | 53 |
|
|
2022
Q2 | $776K | Buy |
+4,117
| New | +$776K | 0.23% | 40 |
|