TWP
Tempus Wealth Planning’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 | $2.68M | Hold |
8,802
| – | – | 0.67% | 36 |
|
|
2025
Q1 | $2.42M | Buy |
8,802
+266
| +3% | +$73.1K | 0.72% | 33 |
|
|
2024
Q4 | $2.47M | Sell |
8,536
-62
| -0.7% | -$18K | 0.76% | 36 |
|
|
2024
Q3 | $2.43M | Sell |
8,598
-66
| -0.8% | -$18.7K | 0.89% | 27 |
|
|
2024
Q2 | $2.32M | Sell |
8,664
-257
| -3% | -$68.8K | 0.97% | 23 |
|
|
2024
Q1 | $2.32M | Sell |
8,921
-470
| -5% | -$122K | 1.02% | 22 |
|
|
2023
Q4 | $2.23M | Buy |
9,391
+1,319
| +16% | +$313K | 0.98% | 26 |
|
|
2023
Q3 | $1.71M | Hold |
8,072
| – | – | 0.86% | 24 |
|
|
2023
Q2 | $1.78M | Hold |
8,072
| – | – | 0.8% | 35 |
|
|
2023
Q1 | $1.65M | Sell |
8,072
-65
| -0.8% | -$13.3K | 0.81% | 27 |
|
|
2022
Q4 | $1.56M | Sell |
8,137
-1,503
| -16% | -$287K | 0.95% | 25 |
|
|
2022
Q3 | $1.73M | Buy |
9,640
+1,447
| +18% | +$260K | 1.15% | 18 |
|
|
2022
Q2 | $1.55M | Sell |
8,193
-95
| -1% | -$17.9K | 1.27% | 18 |
|
|
2022
Q1 | $1.89M | Sell |
8,288
-2,857
| -26% | -$650K | 1.34% | 16 |
|
|
2021
Q4 | $2.69M | Buy |
11,145
+189
| +2% | +$45.6K | 1.45% | 14 |
|
|
2021
Q3 | $2.43M | Buy |
10,956
+975
| +10% | +$217K | 1.38% | 15 |
|
|
2021
Q2 | $2.22M | Buy |
+9,981
| New | +$2.22M | 1.48% | 13 |
|
|
2020
Q1 | – | Sell |
-1,344
| Closed | -$220K | – | 74 |
|
|
2019
Q4 | $220K | Buy |
+1,344
| New | +$220K | 0.19% | 73 |
|