Perfromance Wealth 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 | $1.19M | Sell |
3,915
-252
| -6% | -$76.6K | 0.04% | 61 |
|
|
2025
Q1 | $1.15M | Buy |
4,167
+4
| +0.1% | +$1.1K | 0.04% | 56 |
|
|
2024
Q4 | $1.21M | Sell |
4,163
-67
| -2% | -$19.4K | 0.04% | 60 |
|
|
2024
Q3 | $1.2M | Buy |
4,230
+1,146
| +37% | +$325K | 0.04% | 59 |
|
|
2024
Q2 | $825K | Hold |
3,084
| – | – | 0.03% | 64 |
|
|
2024
Q1 | $802K | Sell |
3,084
-1,162
| -27% | -$302K | 0.03% | 69 |
|
|
2023
Q4 | $1.01M | Buy |
4,246
+87
| +2% | +$20.6K | 0.04% | 73 |
|
|
2023
Q3 | $883K | Sell |
4,159
-275
| -6% | -$58.4K | 0.04% | 79 |
|
|
2023
Q2 | $977K | Buy |
4,434
+1,401
| +46% | +$309K | 0.04% | 82 |
|
|
2023
Q1 | $619K | Buy |
3,033
+13
| +0.4% | +$2.65K | 0.03% | 98 |
|
|
2022
Q4 | $577K | Sell |
3,020
-153
| -5% | -$29.3K | 0.03% | 94 |
|
|
2022
Q3 | $570K | Buy |
3,173
+248
| +8% | +$44.6K | 0.03% | 93 |
|
|
2022
Q2 | $552K | Sell |
2,925
-463
| -14% | -$87.4K | 0.03% | 95 |
|
|
2022
Q1 | $771K | Sell |
3,388
-80
| -2% | -$18.2K | 0.03% | 86 |
|
|
2021
Q4 | $837K | Buy |
+3,468
| New | +$837K | 0.03% | 90 |
|