Tower Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $629K | Hold |
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|
2024
Q2 | $594K | Hold |
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|
2024
Q1 | $577K | Hold |
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|
2023
Q4 | $527K | Hold |
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|
2023
Q3 | $472K | Hold |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $452K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $579K | Hold |
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|
2021
Q3 | $532K | Hold |
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|
2021
Q2 | $534K | Sell |
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|
2021
Q1 | $522K | Hold |
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|
2020
Q4 | $491K | Buy |
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