TWD
True Wealth Design’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 | $1.75M | Sell |
5,770
-350
| -6% | -$106K | 0.62% | 18 |
|
|
2025
Q1 | $1.68M | Sell |
6,120
-433
| -7% | -$119K | 0.64% | 14 |
|
|
2024
Q4 | $1.9M | Sell |
6,553
-124
| -2% | -$35.9K | 0.74% | 14 |
|
|
2024
Q3 | $1.89M | Sell |
6,677
-5,685
| -46% | -$1.61M | 0.74% | 14 |
|
|
2024
Q2 | $3.31M | Sell |
12,362
-531
| -4% | -$142K | 0.82% | 16 |
|
|
2024
Q1 | $3.35M | Sell |
12,893
-677
| -5% | -$176K | 0.84% | 17 |
|
|
2023
Q4 | $3.22M | Sell |
13,570
-45
| -0.3% | -$10.7K | 0.91% | 17 |
|
|
2023
Q3 | $2.89M | Sell |
13,615
-551
| -4% | -$117K | 0.97% | 17 |
|
|
2023
Q2 | $3.12M | Sell |
14,166
-1,777
| -11% | -$391K | 1.14% | 15 |
|
|
2023
Q1 | $3.25M | Sell |
15,943
-1,575
| -9% | -$321K | 1.36% | 13 |
|
|
2022
Q4 | $3.35M | Buy |
+17,518
| New | +$3.35M | 1.55% | 12 |
|