RLWM
RF&L Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
15,615
-125
| -0.8% | -$38K | 3.06% | 12 |
|
|
2025
Q1 | $4.33M | Buy |
15,740
+16
| +0.1% | +$4.4K | 3.09% | 10 |
|
|
2024
Q4 | $4.56M | Sell |
15,724
-244
| -2% | -$70.7K | 3.22% | 9 |
|
|
2024
Q3 | $4.52M | Sell |
15,968
-175
| -1% | -$49.6K | 3.2% | 9 |
|
|
2024
Q2 | $4.32M | Sell |
16,143
-132
| -0.8% | -$35.3K | 3.29% | 10 |
|
|
2024
Q1 | $4.23M | Sell |
16,275
-595
| -4% | -$155K | 3.26% | 10 |
|
|
2023
Q4 | $4M | Sell |
16,870
-99
| -0.6% | -$23.5K | 3.33% | 8 |
|
|
2023
Q3 | $3.6M | Sell |
16,969
-139
| -0.8% | -$29.5K | 3.35% | 8 |
|
|
2023
Q2 | $3.77M | Sell |
17,108
-911
| -5% | -$201K | 3.44% | 8 |
|
|
2023
Q1 | $3.68M | Sell |
18,019
-109
| -0.6% | -$22.2K | 3.57% | 8 |
|
|
2022
Q4 | $3.47M | Buy |
+18,128
| New | +$3.47M | 3.57% | 9 |
|