Northwest Financial 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 | $354K | Sell |
1,166
-2,970
| -72% | -$902K | 0.49% | 58 |
|
|
2025
Q1 | $1.14M | Sell |
4,136
-373
| -8% | -$103K | 0.94% | 27 |
|
|
2024
Q4 | $1.31M | Sell |
4,509
-164
| -4% | -$47.5K | 1.08% | 22 |
|
|
2024
Q3 | $1.32M | Hold |
4,673
| – | – | 1.05% | 19 |
|
|
2024
Q2 | $1.25M | Buy |
4,673
+47
| +1% | +$12.6K | 1.27% | 20 |
|
|
2024
Q1 | $1.2M | Buy |
4,626
+1
| +0% | +$260 | 1.32% | 19 |
|
|
2023
Q4 | $1.1M | Buy |
+4,625
| New | +$1.1M | 0.93% | 18 |
|