Tower Wealth 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 | $2.82M | Buy |
9,277
+322
| +4% | +$97.9K | 1.67% | 10 |
|
|
2025
Q1 | $2.46M | Sell |
8,955
-85
| -0.9% | -$23.4K | 1.32% | 13 |
|
|
2024
Q4 | $2.62M | Buy |
9,040
+6,820
| +307% | +$1.98M | 1.37% | 13 |
|
|
2024
Q3 | $629K | Hold |
2,220
| – | – | 0.37% | 27 |
|
|
2024
Q2 | $594K | Hold |
2,220
| – | – | 0.37% | 28 |
|
|
2024
Q1 | $577K | Hold |
2,220
| – | – | 0.37% | 30 |
|
|
2023
Q4 | $527K | Hold |
2,220
| – | – | 0.37% | 31 |
|
|
2023
Q3 | $472K | Hold |
2,220
| – | – | 0.39% | 34 |
|
|
2023
Q2 | $489K | Sell |
2,220
-154
| -6% | -$33.9K | 0.39% | 32 |
|
|
2023
Q1 | $485K | Sell |
2,374
-24
| -1% | -$4.9K | 0.4% | 31 |
|
|
2022
Q4 | $458K | Hold |
2,398
| – | – | 0.4% | 31 |
|
|
2022
Q3 | $465K | Hold |
2,398
| – | – | 0.44% | 31 |
|
|
2022
Q2 | $452K | Hold |
2,398
| – | – | 0.6% | 27 |
|
|
2022
Q1 | $546K | Hold |
2,398
| – | – | 0.59% | 23 |
|
|
2021
Q4 | $579K | Hold |
2,398
| – | – | 0.59% | 22 |
|
|
2021
Q3 | $532K | Hold |
2,398
| – | – | 0.56% | 23 |
|
|
2021
Q2 | $534K | Sell |
2,398
-127
| -5% | -$28.3K | 0.59% | 23 |
|
|
2021
Q1 | $522K | Hold |
2,525
| – | – | 0.67% | 24 |
|
|
2020
Q4 | $491K | Buy |
+2,525
| New | +$491K | 0.56% | 22 |
|