Ridgecrest Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $693K | Hold |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $631K | Hold |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $519K | Hold |
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|
2021
Q1 | $482K | Buy |
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