Precedent 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 | $24.8M | Sell |
81,512
-1,943
| -2% | -$591K | 6.07% | 1 |
|
|
2025
Q1 | $22.9M | Buy |
83,455
+2,219
| +3% | +$610K | 6.37% | 1 |
|
|
2024
Q4 | $23.5M | Sell |
81,236
-481
| -0.6% | -$139K | 7.68% | 1 |
|
|
2024
Q3 | $23.1M | Sell |
81,717
-6
| -0% | -$1.7K | 7.63% | 1 |
|
|
2024
Q2 | $21.9M | Hold |
81,723
| – | – | 8.8% | 1 |
|
|
2024
Q1 | $21.2M | Buy |
81,723
+1,223
| +2% | +$318K | 9.13% | 1 |
|
|
2023
Q4 | $19.1M | Buy |
+80,500
| New | +$19.1M | 9.71% | 1 |
|