Tidemark’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
$1.02M Sell
3,366
-165
-5% -$50.2K 0.33% 42
2025
Q1
$970K Sell
3,531
-365
-9% -$100K 0.36% 43
2024
Q4
$1.13M Buy
3,896
+169
+5% +$49K 0.43% 37
2024
Q3
$1.06M Buy
3,727
+12
+0.3% +$3.4K 0.43% 37
2024
Q2
$994K Sell
3,715
-687
-16% -$184K 0.46% 38
2024
Q1
$1.14M Sell
4,402
-60
-1% -$15.6K 0.64% 35
2023
Q4
$1.06M Buy
+4,462
New +$1.06M 0.66% 32