Tilia Fiduciary 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 | $867K | Buy |
2,853
+93
| +3% | +$28.3K | 0.53% | 58 |
|
|
2025
Q1 | $759K | Buy |
2,760
+158
| +6% | +$43.4K | 0.51% | 61 |
|
|
2024
Q4 | $754K | Buy |
+2,602
| New | +$754K | 0.51% | 58 |
|
|
2023
Q3 | – | Sell |
-203
| Closed | -$44.7K | – | 492 |
|
|
2023
Q2 | $44.7K | Buy |
203
+56
| +38% | +$12.3K | 0.04% | 230 |
|
|
2023
Q1 | $30.1K | Buy |
147
+26
| +21% | +$5.32K | 0.03% | 260 |
|
|
2022
Q4 | $23.1K | Buy |
121
+41
| +51% | +$7.83K | 0.02% | 273 |
|
|
2022
Q3 | $14K | Sell |
80
-35
| -30% | -$6.13K | 0.01% | 339 |
|
|
2022
Q2 | $22K | Sell |
115
-89
| -44% | -$17K | 0.02% | 286 |
|
|
2022
Q1 | $46K | Buy |
204
+137
| +204% | +$30.9K | 0.04% | 228 |
|
|
2021
Q4 | $16K | Buy |
+67
| New | +$16K | 0.01% | 372 |
|