SPWM
Straight Path 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 | $208K | Sell |
685
-122
| -15% | -$37.1K | 0.07% | 110 |
|
|
2025
Q1 | $222K | Buy |
+807
| New | +$222K | 0.09% | 94 |
|
|
2023
Q3 | – | Sell |
-1,362
| Closed | -$300K | – | 83 |
|
|
2023
Q2 | $300K | Hold |
1,362
| – | – | 0.21% | 59 |
|
|
2023
Q1 | $278K | Hold |
1,362
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $260K | Buy |
+1,362
| New | +$260K | 0.25% | 55 |
|