Towercrest Capital 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
$810K Sell
2,666
-29
-1% -$8.82K 0.14% 52
2025
Q1
$741K Sell
2,695
-27
-1% -$7.42K 0.14% 54
2024
Q4
$789K Sell
2,722
-54
-2% -$15.7K 0.13% 56
2024
Q3
$786K Sell
2,776
-24
-0.9% -$6.8K 0.13% 55
2024
Q2
$749K Sell
2,800
-33
-1% -$8.83K 0.12% 57
2024
Q1
$736K Sell
2,833
-18
-0.6% -$4.68K 0.12% 57
2023
Q4
$676K Hold
2,851
0.12% 56
2023
Q3
$606K Sell
2,851
-46
-2% -$9.77K 0.12% 55
2023
Q2
$638K Buy
2,897
+31
+1% +$6.83K 0.12% 55
2023
Q1
$585K Sell
2,866
-561
-16% -$115K 0.12% 55
2022
Q4
$655K Sell
3,427
-347
-9% -$66.3K 0.15% 52
2022
Q3
$677K Sell
3,774
-64
-2% -$11.5K 0.16% 51
2022
Q2
$724K Buy
3,838
+10
+0.3% +$1.89K 0.16% 51
2022
Q1
$872K Sell
3,828
-35
-0.9% -$7.97K 0.17% 51
2021
Q4
$933K Sell
3,863
-12
-0.3% -$2.9K 0.17% 50
2021
Q3
$860K Sell
3,875
-44
-1% -$9.77K 0.16% 51
2021
Q2
$873K Buy
+3,919
New +$873K 0.17% 49
2020
Q2
Sell
-1,283
Closed -$210K 85
2020
Q1
$210K Hold
1,283
0.06% 76
2019
Q4
$210K Buy
+1,283
New +$210K 0.05% 78