TWA
Tandem Wealth Advisors’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 | $4.17M | Sell |
13,705
-842
| -6% | -$256K | 2.06% | 12 |
|
|
2025
Q1 | $4M | Buy |
14,547
+609
| +4% | +$167K | 2.09% | 13 |
|
|
2024
Q4 | $4.04M | Sell |
13,938
-4,898
| -26% | -$1.42M | 2.06% | 14 |
|
|
2024
Q3 | $5.33M | Buy |
18,836
+93
| +0.5% | +$26.3K | 2.7% | 13 |
|
|
2024
Q2 | $5.01M | Buy |
18,743
+108
| +0.6% | +$28.9K | 2.69% | 13 |
|
|
2024
Q1 | $4.84M | Sell |
18,635
-393
| -2% | -$102K | 2.66% | 13 |
|
|
2023
Q4 | $4.51M | Sell |
19,028
-471
| -2% | -$112K | 2.6% | 13 |
|
|
2023
Q3 | $4.14M | Sell |
19,499
-90
| -0.5% | -$19.1K | 2.53% | 13 |
|
|
2023
Q2 | $4.32M | Sell |
19,589
-186
| -0.9% | -$41K | 2.61% | 13 |
|
|
2023
Q1 | $4.04M | Sell |
19,775
-84
| -0.4% | -$17.1K | 2.51% | 13 |
|
|
2022
Q4 | $3.8M | Buy |
+19,859
| New | +$3.8M | 2.41% | 12 |
|