TWM
Tanager 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 | $63.6M | Sell |
209,124
-7,008
| -3% | -$2.13M | 7.5% | 4 |
|
|
2025
Q1 | $59.4M | Sell |
216,132
-147,881
| -41% | -$40.6M | 7.73% | 4 |
|
|
2024
Q4 | $105M | Sell |
364,013
-1,810
| -0.5% | -$525K | 13.69% | 2 |
|
|
2024
Q3 | $104M | Buy |
365,823
+4,226
| +1% | +$1.2M | 13.98% | 1 |
|
|
2024
Q2 | $97.1M | Buy |
361,597
+3,911
| +1% | +$1.05M | 14.45% | 1 |
|
|
2024
Q1 | $93M | Sell |
357,686
-596
| -0.2% | -$155K | 15.01% | 1 |
|
|
2023
Q4 | $85M | Sell |
358,282
-30,365
| -8% | -$7.2M | 15.46% | 2 |
|
|
2023
Q3 | $82.6M | Buy |
388,647
+35,737
| +10% | +$7.59M | 17.12% | 1 |
|
|
2023
Q2 | $77.7M | Buy |
352,910
+14,140
| +4% | +$3.11M | 16.82% | 1 |
|
|
2023
Q1 | $69.1M | Buy |
338,770
+25,950
| +8% | +$5.3M | 16.39% | 1 |
|
|
2022
Q4 | $59.8M | Buy |
312,820
+145,887
| +87% | +$27.9M | 16.11% | 1 |
|
|
2022
Q3 | $30M | Buy |
166,933
+13,012
| +8% | +$2.34M | 23.73% | 1 |
|
|
2022
Q2 | $29M | Sell |
153,921
-14,853
| -9% | -$2.8M | 23.94% | 1 |
|
|
2022
Q1 | $38.4M | Buy |
168,774
+2,495
| +2% | +$568K | 28.95% | 1 |
|
|
2021
Q4 | $40.1M | Buy |
+166,279
| New | +$40.1M | 30.31% | 1 |
|