Tower View Wealth Management’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 | $161K | Hold |
528
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $145K | Buy |
528
+2
| +0.4% | +$550 | 0.08% | 55 |
|
|
2024
Q4 | $153K | Buy |
526
+3
| +0.6% | +$870 | 0.08% | 61 |
|
|
2024
Q3 | $148K | Buy |
523
+2
| +0.4% | +$566 | 0.08% | 61 |
|
|
2024
Q2 | $139K | Hold |
521
| – | – | 0.08% | 62 |
|
|
2024
Q1 | $135K | Buy |
521
+19
| +4% | +$4.94K | 0.08% | 67 |
|
|
2023
Q4 | $119K | Buy |
502
+2
| +0.4% | +$474 | 0.07% | 64 |
|
|
2023
Q3 | $106K | Sell |
500
-19
| -4% | -$4.03K | 0.07% | 64 |
|
|
2023
Q2 | $114K | Buy |
519
+2
| +0.4% | +$439 | 0.08% | 63 |
|
|
2023
Q1 | $106K | Buy |
517
+2
| +0.4% | +$410 | 0.07% | 66 |
|
|
2022
Q4 | $78K | Buy |
515
+2
| +0.4% | +$303 | 0.05% | 70 |
|
|
2022
Q3 | $92K | Buy |
513
+3
| +0.6% | +$538 | 0.07% | 70 |
|
|
2022
Q2 | $96K | Buy |
510
+2
| +0.4% | +$376 | 0.07% | 69 |
|
|
2022
Q1 | $116K | Buy |
508
+1
| +0.2% | +$228 | 0.06% | 86 |
|
|
2021
Q4 | $122K | Buy |
507
+2
| +0.4% | +$481 | 0.06% | 87 |
|
|
2021
Q3 | $112K | Buy |
505
+2
| +0.4% | +$444 | 0.06% | 85 |
|
|
2021
Q2 | $112K | Buy |
503
+1
| +0.2% | +$223 | 0.06% | 87 |
|
|
2021
Q1 | $104K | Sell |
502
-53
| -10% | -$11K | 0.06% | 91 |
|
|
2020
Q4 | $108K | Buy |
555
+4
| +0.7% | +$778 | 0.06% | 89 |
|
|
2020
Q3 | $94K | Hold |
551
| – | – | 0.06% | 82 |
|
|
2020
Q2 | $86K | Buy |
551
+2
| +0.4% | +$312 | 0.06% | 77 |
|
|
2020
Q1 | $71K | Sell |
549
-47
| -8% | -$6.08K | 0.06% | 70 |
|
|
2019
Q4 | $98K | Buy |
596
+3
| +0.5% | +$493 | 0.07% | 72 |
|
|
2019
Q3 | $90K | Buy |
593
+3
| +0.5% | +$455 | 0.07% | 69 |
|
|
2019
Q2 | $89K | Buy |
590
+2
| +0.3% | +$302 | 0.08% | 65 |
|
|
2019
Q1 | $85K | Buy |
588
+3
| +0.5% | +$434 | 0.08% | 65 |
|
|
2018
Q4 | $75K | Buy |
585
+6
| +1% | +$769 | 0.08% | 65 |
|
|
2018
Q3 | $87K | Hold |
579
| – | – | 0.08% | 76 |
|
|
2018
Q2 | $81K | Buy |
579
+3
| +0.5% | +$420 | 0.08% | 74 |
|
|
2018
Q1 | $78K | Buy |
576
+2
| +0.3% | +$271 | 0.08% | 75 |
|
|
2017
Q4 | $79K | Buy |
+574
| New | +$79K | 0.07% | 80 |
|