North Ridge Wealth Advisors’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 | $1.45M | Buy |
4,755
+258
| +6% | +$78.4K | 0.89% | 19 |
|
|
2025
Q1 | $1.24M | Sell |
4,497
-182
| -4% | -$50K | 0.83% | 19 |
|
|
2024
Q4 | $1.36M | Sell |
4,679
-339
| -7% | -$98.2K | 0.94% | 18 |
|
|
2024
Q3 | $1.42M | Sell |
5,018
-257
| -5% | -$72.8K | 0.97% | 20 |
|
|
2024
Q2 | $1.41M | Sell |
5,275
-78
| -1% | -$20.9K | 1.07% | 19 |
|
|
2024
Q1 | $1.39M | Hold |
5,353
| – | – | 1.08% | 19 |
|
|
2023
Q4 | $1.27M | Sell |
5,353
-560
| -9% | -$133K | 1.06% | 19 |
|
|
2023
Q3 | $1.26M | Sell |
5,913
-150
| -2% | -$31.9K | 1.22% | 15 |
|
|
2023
Q2 | $1.34M | Sell |
6,063
-51
| -0.8% | -$11.2K | 1.28% | 15 |
|
|
2023
Q1 | $1.25M | Buy |
+6,114
| New | +$1.25M | 1.25% | 16 |
|