EnRich Financial 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 | $461K | Sell |
1,517
-22
| -1% | -$6.69K | 0.14% | 38 |
|
|
2025
Q1 | $423K | Sell |
1,539
-697
| -31% | -$192K | 0.14% | 35 |
|
|
2024
Q4 | $648K | Sell |
2,236
-379
| -14% | -$110K | 0.22% | 30 |
|
|
2024
Q3 | $740K | Sell |
2,615
-79
| -3% | -$22.4K | 0.25% | 27 |
|
|
2024
Q2 | $721K | Buy |
2,694
+1,415
| +111% | +$378K | 0.26% | 26 |
|
|
2024
Q1 | $332K | Sell |
1,279
-12
| -0.9% | -$3.12K | 0.12% | 35 |
|
|
2023
Q4 | $306K | Buy |
+1,291
| New | +$306K | 0.13% | 36 |
|