Leeward Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
2025
Q1
$395K Buy
2024
Q4
$345K Hold
2024
Q3
$337K Sell
2024
Q2
$332K Buy
2024
Q1
$309K Sell
2023
Q4
$308K Buy