Ridgecrest 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 | $1.19M | Sell |
3,927
-28
| -0.7% | -$8.51K | 0.63% | 36 |
|
|
2025
Q1 | $1.09M | Sell |
3,955
-230
| -5% | -$63.2K | 0.57% | 37 |
|
|
2024
Q4 | $1.21M | Sell |
4,185
-80
| -2% | -$23.2K | 0.66% | 31 |
|
|
2024
Q3 | $1.21M | Sell |
4,265
-40
| -0.9% | -$11.3K | 0.63% | 34 |
|
|
2024
Q2 | $1.15M | Buy |
4,305
+185
| +4% | +$49.5K | 0.69% | 31 |
|
|
2024
Q1 | $1.07M | Buy |
4,120
+1,200
| +41% | +$312K | 0.64% | 34 |
|
|
2023
Q4 | $693K | Hold |
2,920
| – | – | 0.46% | 46 |
|
|
2023
Q3 | $620K | Buy |
2,920
+56
| +2% | +$11.9K | 0.44% | 49 |
|
|
2023
Q2 | $631K | Hold |
2,864
| – | – | 0.42% | 50 |
|
|
2023
Q1 | $585K | Sell |
2,864
-310
| -10% | -$63.3K | 0.42% | 48 |
|
|
2022
Q4 | $607K | Buy |
3,174
+10
| +0.3% | +$1.91K | 0.46% | 41 |
|
|
2022
Q3 | $568K | Buy |
3,164
+344
| +12% | +$61.8K | 0.46% | 45 |
|
|
2022
Q2 | $532K | Buy |
2,820
+82
| +3% | +$15.5K | 0.39% | 49 |
|
|
2022
Q1 | $623K | Buy |
2,738
+273
| +11% | +$62.1K | 0.4% | 50 |
|
|
2021
Q4 | $595K | Buy |
2,465
+50
| +2% | +$12.1K | 0.29% | 65 |
|
|
2021
Q3 | $536K | Buy |
2,415
+85
| +4% | +$18.9K | 0.29% | 66 |
|
|
2021
Q2 | $519K | Hold |
2,330
| – | – | 0.32% | 63 |
|
|
2021
Q1 | $482K | Buy |
+2,330
| New | +$482K | 0.46% | 47 |
|