TSWM
Triangle Securities Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,368
-64
| -4% | -$19.5K | 0.1% | 161 |
|
|
2025
Q1 | $393K | Buy |
1,432
+13
| +0.9% | +$3.57K | 0.1% | 167 |
|
|
2024
Q4 | $411K | Sell |
1,419
-68
| -5% | -$19.7K | 0.11% | 159 |
|
|
2024
Q3 | $421K | Sell |
1,487
-70
| -4% | -$19.8K | 0.11% | 162 |
|
|
2024
Q2 | $417K | Hold |
1,557
| – | – | 0.12% | 158 |
|
|
2024
Q1 | $405K | Hold |
1,557
| – | – | 0.12% | 160 |
|
|
2023
Q4 | $369K | Buy |
1,557
+23
| +1% | +$5.46K | 0.11% | 159 |
|
|
2023
Q3 | $326K | Sell |
1,534
-640
| -29% | -$136K | 0.12% | 160 |
|
|
2023
Q2 | $479K | Sell |
2,174
-290
| -12% | -$63.9K | 0.16% | 135 |
|
|
2023
Q1 | $503K | Sell |
2,464
-135
| -5% | -$27.6K | 0.18% | 138 |
|
|
2022
Q4 | $497K | Sell |
2,599
-145
| -5% | -$27.7K | 0.18% | 132 |
|
|
2022
Q3 | $493K | Sell |
2,744
-236
| -8% | -$42.4K | 0.2% | 124 |
|
|
2022
Q2 | $562K | Sell |
2,980
-411
| -12% | -$77.5K | 0.22% | 121 |
|
|
2022
Q1 | $772K | Buy |
3,391
+250
| +8% | +$56.9K | 0.26% | 107 |
|
|
2021
Q4 | $758K | Sell |
3,141
-280
| -8% | -$67.6K | 0.24% | 112 |
|
|
2021
Q3 | $760K | Hold |
3,421
| – | – | 0.26% | 107 |
|
|
2021
Q2 | $762K | Sell |
3,421
-176
| -5% | -$39.2K | 0.26% | 108 |
|
|
2021
Q1 | $743K | Sell |
3,597
-270
| -7% | -$55.8K | 0.27% | 105 |
|
|
2020
Q4 | $753K | Buy |
+3,867
| New | +$753K | 0.3% | 102 |
|