Leeward 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 | $439K | Buy |
1,446
+7
| +0.5% | +$2.13K | 0.14% | 66 |
|
|
2025
Q1 | $395K | Buy |
1,439
+249
| +21% | +$68.4K | 0.15% | 62 |
|
|
2024
Q4 | $345K | Hold |
1,190
| – | – | 0.12% | 70 |
|
|
2024
Q3 | $337K | Sell |
1,190
-51
| -4% | -$14.4K | 0.13% | 69 |
|
|
2024
Q2 | $332K | Buy |
1,241
+51
| +4% | +$13.6K | 0.13% | 66 |
|
|
2024
Q1 | $309K | Sell |
1,190
-110
| -8% | -$28.6K | 0.13% | 71 |
|
|
2023
Q4 | $308K | Buy |
+1,300
| New | +$308K | 0.15% | 70 |
|