TFO Wealth 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 | $2.49M | Buy |
8,182
+1,150
| +16% | +$350K | 0.44% | 18 |
|
|
2025
Q1 | $1.93M | Buy |
+7,032
| New | +$1.93M | 0.38% | 17 |
|
|
2024
Q4 | – | Sell |
-5,639
| Closed | -$1.6M | – | 33 |
|
|
2024
Q3 | $1.6M | Buy |
5,639
+19
| +0.3% | +$5.38K | 0.29% | 18 |
|
|
2024
Q2 | $1.5M | Hold |
5,620
| – | – | 0.29% | 18 |
|
|
2024
Q1 | $1.46M | Buy |
5,620
+18
| +0.3% | +$4.68K | 0.28% | 18 |
|
|
2023
Q4 | $1.33M | Buy |
5,602
+41
| +0.7% | +$9.73K | 0.27% | 19 |
|
|
2023
Q3 | $1.23M | Hold |
5,561
| – | – | 0.26% | 21 |
|
|
2023
Q2 | $1.23M | Buy |
5,561
+19
| +0.3% | +$4.19K | 0.26% | 19 |
|
|
2023
Q1 | $1.13M | Buy |
5,542
+2,125
| +62% | +$434K | 0.25% | 19 |
|
|
2022
Q4 | $543K | Sell |
3,417
-6,381
| -65% | -$1.01M | 0.13% | 26 |
|
|
2022
Q3 | $1.76M | Buy |
9,798
+22
| +0.2% | +$3.95K | 0.44% | 17 |
|
|
2022
Q2 | $1.84M | Buy |
9,776
+4,317
| +79% | +$814K | 0.42% | 19 |
|
|
2022
Q1 | $1.24M | Sell |
5,459
-815
| -13% | -$186K | 0.25% | 20 |
|
|
2021
Q4 | $1.49M | Buy |
6,274
+851
| +16% | +$202K | 0.29% | 18 |
|
|
2021
Q3 | $1.2M | Buy |
5,423
+462
| +9% | +$103K | 0.24% | 18 |
|
|
2021
Q2 | $1.11M | Buy |
4,961
+10
| +0.2% | +$2.23K | 0.22% | 17 |
|
|
2021
Q1 | $1.02M | Buy |
4,951
+16
| +0.3% | +$3.31K | 0.31% | 15 |
|
|
2020
Q4 | $960K | Buy |
4,935
+40
| +0.8% | +$7.78K | 0.31% | 16 |
|
|
2020
Q3 | $834K | Buy |
4,895
+21
| +0.4% | +$3.58K | 0.32% | 15 |
|
|
2020
Q2 | $763K | Sell |
4,874
-111
| -2% | -$17.4K | 0.3% | 15 |
|
|
2020
Q1 | $642K | Buy |
+4,985
| New | +$642K | 0.28% | 16 |
|