Quotient 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 | $1.64M | Buy |
5,383
+1,259
| +31% | +$383K | 0.05% | 90 |
|
|
2025
Q1 | $1.13M | Buy |
4,124
+192
| +5% | +$52.8K | 0.04% | 101 |
|
|
2024
Q4 | $1.14M | Buy |
3,932
+262
| +7% | +$75.9K | 0.04% | 92 |
|
|
2024
Q3 | $1.04M | Buy |
3,670
+1,079
| +42% | +$306K | 0.03% | 106 |
|
|
2024
Q2 | $693K | Buy |
2,591
+675
| +35% | +$181K | 0.02% | 130 |
|
|
2024
Q1 | $498K | Buy |
1,916
+222
| +13% | +$57.7K | 0.02% | 172 |
|
|
2023
Q4 | $402K | Buy |
+1,694
| New | +$402K | 0.02% | 192 |
|