Presilium Private Wealth’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
Q1 | – | Sell |
-6,145
| Closed | -$1.78M | – | 76 |
|
2024
Q4 | $1.78M | Hold |
6,145
| – | – | 0.41% | 27 |
|
2024
Q3 | $1.74M | Hold |
6,145
| – | – | 0.4% | 27 |
|
2024
Q2 | $1.64M | Sell |
6,145
-36
| -0.6% | -$9.63K | 0.42% | 27 |
|
2024
Q1 | $1.61M | Buy |
6,181
+66
| +1% | +$17.2K | 0.43% | 27 |
|
2023
Q4 | $1.45M | Buy |
+6,115
| New | +$1.45M | 0.41% | 29 |
|