TPWM
Twelve Points 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 | $1.39M | Buy |
4,562
+1,423
| +45% | +$432K | 0.37% | 67 |
|
|
2025
Q1 | $863K | Buy |
3,139
+661
| +27% | +$182K | 0.23% | 101 |
|
|
2024
Q4 | $718K | Sell |
2,478
-1,051
| -30% | -$305K | 0.21% | 106 |
|
|
2024
Q3 | $999K | Sell |
3,529
-722
| -17% | -$204K | 0.31% | 82 |
|
|
2024
Q2 | $1.14M | Hold |
4,251
| – | – | 0.4% | 62 |
|
|
2024
Q1 | $1.1M | Buy |
4,251
+300
| +8% | +$78K | 0.4% | 60 |
|
|
2023
Q4 | $937K | Buy |
3,951
+667
| +20% | +$158K | 0.44% | 62 |
|
|
2023
Q3 | $698K | Buy |
3,284
+1,164
| +55% | +$247K | 0.35% | 80 |
|
|
2023
Q2 | $467K | Buy |
2,120
+152
| +8% | +$33.5K | 0.25% | 117 |
|
|
2023
Q1 | $402K | Sell |
1,968
-372
| -16% | -$75.9K | 0.23% | 124 |
|
|
2022
Q4 | $447K | Sell |
2,340
-10
| -0.4% | -$1.91K | 0.3% | 101 |
|
|
2022
Q3 | $422K | Hold |
2,350
| – | – | 0.33% | 100 |
|
|
2022
Q2 | $443K | Sell |
2,350
-105
| -4% | -$19.8K | 0.34% | 104 |
|
|
2022
Q1 | $559K | Buy |
+2,455
| New | +$559K | 0.42% | 92 |
|