Riverwater 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 | $332K | Hold |
1,092
| – | – | 0.16% | 157 |
|
2025
Q1 | $300K | Sell |
1,092
-227
| -17% | -$62.4K | 0.15% | 155 |
|
2024
Q4 | $382K | Sell |
1,319
-181
| -12% | -$52.5K | 0.19% | 131 |
|
2024
Q3 | $421K | Hold |
1,500
| – | – | 0.21% | 122 |
|
2024
Q2 | $401K | Sell |
1,500
-112
| -7% | -$30K | 0.3% | 105 |
|
2024
Q1 | $419K | Sell |
1,612
-239
| -13% | -$62.1K | 0.31% | 98 |
|
2023
Q4 | $439K | Buy |
1,851
+104
| +6% | +$24.7K | 0.35% | 83 |
|
2023
Q3 | $371K | Sell |
1,747
-137
| -7% | -$29.1K | 0.34% | 94 |
|
2023
Q2 | $415K | Hold |
1,884
| – | – | 0.37% | 83 |
|
2023
Q1 | $385K | Sell |
1,884
-203
| -10% | -$41.4K | 0.35% | 90 |
|
2022
Q4 | $399K | Buy |
2,087
+435
| +26% | +$83.2K | 0.34% | 92 |
|
2022
Q3 | $296K | Hold |
1,652
| – | – | 0.3% | 113 |
|
2022
Q2 | $312K | Sell |
1,652
-123
| -7% | -$23.2K | 0.31% | 111 |
|
2022
Q1 | $404K | Sell |
1,775
-156
| -8% | -$35.5K | 0.67% | 66 |
|
2021
Q4 | $466K | Buy |
+1,931
| New | +$466K | 0.41% | 82 |
|