Towerpoint Wealth’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
$514K Buy
1,690
+290
+21% +$88.2K 0.23% 55
2025
Q1
$385K Buy
1,400
+487
+53% +$134K 0.19% 59
2024
Q4
$265K Buy
+913
New +$265K 0.13% 70
2019
Q4
Sell
-230
Closed -$35K 86
2019
Q3
$35K Buy
+230
New +$35K 0.02% 71