Riverpoint Wealth Management Holdings’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 | $245K | Hold |
807
| – | – | 0.06% | 52 |
|
|
2025
Q1 | $222K | Buy |
807
+20
| +3% | +$5.5K | 0.06% | 54 |
|
|
2024
Q4 | $228K | Buy |
787
+13
| +2% | +$3.77K | 0.06% | 51 |
|
|
2024
Q3 | $219K | Buy |
774
+3
| +0.4% | +$850 | 0.06% | 51 |
|
|
2024
Q2 | $206K | Hold |
771
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $200K | Buy |
+771
| New | +$200K | 0.06% | 53 |
|
|
2023
Q1 | – | Sell |
-750
| Closed | -$143K | – | 118 |
|
|
2022
Q4 | $143K | Buy |
+750
| New | +$143K | 0.05% | 50 |
|