Innova 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 | $2.33M | Buy |
7,656
+593
| +8% | +$180K | 1.37% | 27 |
|
|
2025
Q1 | $1.94M | Buy |
7,063
+1,026
| +17% | +$282K | 1.2% | 24 |
|
|
2024
Q4 | $1.75M | Buy |
+6,037
| New | +$1.75M | 1.1% | 30 |
|
|
2024
Q3 | – | Sell |
-4,868
| Closed | -$1.3M | – | 143 |
|
|
2024
Q2 | $1.3M | Buy |
4,868
+3,207
| +193% | +$858K | 0.93% | 28 |
|
|
2024
Q1 | $432K | Buy |
+1,661
| New | +$432K | 0.33% | 50 |
|