Family 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 | $9.04M | Buy |
29,748
+8,126
| +38% | +$2.47M | 3.62% | 10 |
|
|
2025
Q1 | $5.94M | Sell |
21,622
-549
| -2% | -$151K | 2.71% | 13 |
|
|
2024
Q4 | $6.43M | Sell |
22,171
-624
| -3% | -$181K | 3.05% | 13 |
|
|
2024
Q3 | $6.45M | Sell |
22,795
-308
| -1% | -$87.2K | 3.3% | 8 |
|
|
2024
Q2 | $6.18M | Buy |
23,103
+1,984
| +9% | +$531K | 3.21% | 7 |
|
|
2024
Q1 | $5.49M | Sell |
21,119
-2,805
| -12% | -$729K | 3.11% | 6 |
|
|
2023
Q4 | $5.68M | Buy |
+23,924
| New | +$5.68M | 4.38% | 5 |
|