TBWA
Three Bridge 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 | $311K | Buy |
+1,020
| New | +$311K | 0.08% | 87 |
|
|
2024
Q2 | – | Sell |
-2,329
| Closed | -$605K | – | 95 |
|
|
2024
Q1 | $605K | Hold |
2,329
| – | – | 0.24% | 58 |
|
|
2023
Q4 | $552K | Sell |
2,329
-2
| -0.1% | -$474 | 0.19% | 56 |
|
|
2023
Q3 | $495K | Buy |
2,331
+5
| +0.2% | +$1.06K | 0.21% | 60 |
|
|
2023
Q2 | $512K | Sell |
2,326
-326
| -12% | -$71.8K | 0.22% | 60 |
|
|
2023
Q1 | $541K | Sell |
2,652
-3
| -0.1% | -$612 | 0.25% | 57 |
|
|
2022
Q4 | $508K | Hold |
2,655
| – | – | 0.27% | 53 |
|
|
2022
Q3 | $476K | Buy |
2,655
+54
| +2% | +$9.68K | 0.24% | 54 |
|
|
2022
Q2 | $491K | Hold |
2,601
| – | – | 0.24% | 58 |
|
|
2022
Q1 | $592K | Buy |
+2,601
| New | +$592K | 0.17% | 56 |
|