TW
TritonPoint Wealth’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 | $4.98M | Buy |
16,351
+1,855
| +13% | +$565K | 0.46% | 57 |
|
2025
Q1 | $3.98M | Buy |
14,496
+52
| +0.4% | +$14.3K | 0.38% | 71 |
|
2024
Q4 | $4.19M | Buy |
14,444
+514
| +4% | +$149K | 0.38% | 71 |
|
2024
Q3 | $3.94M | Buy |
13,930
+3,953
| +40% | +$1.12M | 0.36% | 78 |
|
2024
Q2 | $2.68M | Sell |
9,977
-7,992
| -44% | -$2.15M | 0.26% | 91 |
|
2024
Q1 | $2.46M | Sell |
17,969
-399
| -2% | -$54.6K | 0.26% | 93 |
|
2023
Q4 | $4.36M | Buy |
+18,368
| New | +$4.36M | 0.43% | 64 |
|