IVP
Intrinsic Value Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
2,501
-142
| -5% | -$43.2K | 0.68% | 35 |
|
|
2025
Q1 | $726K | Hold |
2,643
| – | – | 0.72% | 31 |
|
|
2024
Q4 | $766K | Hold |
2,643
| – | – | 0.77% | 27 |
|
|
2024
Q3 | $748K | Buy |
2,643
+287
| +12% | +$81.3K | 0.75% | 28 |
|
|
2024
Q2 | $630K | Buy |
2,356
+15
| +0.6% | +$4.01K | 0.66% | 29 |
|
|
2024
Q1 | $608K | Sell |
2,341
-13
| -0.6% | -$3.38K | 0.65% | 31 |
|
|
2023
Q4 | $558K | Sell |
2,354
-231
| -9% | -$54.8K | 0.65% | 33 |
|
|
2023
Q3 | $549K | Hold |
2,585
| – | – | 0.71% | 32 |
|
|
2023
Q2 | $569K | Hold |
2,585
| – | – | 0.72% | 33 |
|
|
2023
Q1 | $528K | Sell |
2,585
-8
| -0.3% | -$1.63K | 0.71% | 35 |
|
|
2022
Q4 | $496K | Buy |
2,593
+38
| +1% | +$7.27K | 0.68% | 37 |
|
|
2022
Q3 | $459K | Buy |
2,555
+985
| +63% | +$177K | 0.64% | 39 |
|
|
2022
Q2 | $296K | Buy |
+1,570
| New | +$296K | 0.38% | 44 |
|